SWS Partners

Position in JPM — Jpmorgan Chase & Co

CIK 1731731 COLUMBUS, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,591,130

+$409,352 QoQ

Shares Held

14,026

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#2,178

of 5,058 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SWS Partners holds $9,172,073 across 3 Banks - Diversified names. JPM ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,026	$4,591,130
2	WFC	Wells Fargo & Company/Mn	43,645	$3,606,822
3	C	Citigroup Inc	6,960	$974,121

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,591,130	14,026	-1.3%	Shares	Sole	2026-08-03
2026-03-31	$4,181,778	14,216	-3.8%	Shares	Sole	2026-04-21
2025-12-31	$4,760,156	14,773	+4.8%	Shares	Sole	2026-01-16
2025-09-30	$4,444,408	14,090	+3.9%	Shares	Sole	2025-10-16
2025-06-30	$3,932,339	13,564	-5.2%	Shares	Sole	2025-07-17
2024-12-31	$3,428,332	14,302	-1.5%	Shares	Sole	2025-02-06
2024-09-30	$3,061,265	14,518	-33.2%	Shares	Sole	2024-10-15
2024-06-30	$4,393,087	21,720	-5.4%	Shares	Sole	2024-07-17
2024-03-31	$4,599,889	22,965	-6.1%	Shares	Sole	2024-04-30
2023-12-31	$4,160,135	24,457	+5.0%	Shares	Sole	2024-02-13
2023-09-30	$3,378,966	23,300	-5.4%	Shares	Sole	2023-11-09
2023-03-31	$3,209,795	24,632	+1.7%	Shares	Sole	2023-05-09
2022-12-31	$3,249,511	24,232	-1.5%	Shares	Sole	2023-01-30
2022-09-30	$2,571,118	24,604	+2.4%	Shares	Sole	2022-11-09
2022-06-30	$2,706,693	24,036	-3.0%	Shares	Sole	2022-07-28
2022-03-31	$3,378,418	24,783	+13.6%	Shares	Sole	2022-05-05
2021-12-31	$3,454,246	21,814	+23.0%	Shares	Sole	2022-01-25
2021-09-30	$2,902,551	17,732	+5.5%	Shares	Sole	2021-11-08
2021-06-30	$2,613,849	16,805	-25.4%	Shares	Sole	2021-08-09
2021-03-31	$3,431,111	22,539	+5.5%	Shares	Sole	2021-05-17
2020-12-31	$2,713,706	21,356	-3.4%	Shares	Sole	2021-03-31
2020-09-30	$2,127,855	22,103	+67.0%	Shares	Sole	2020-11-13
2020-06-30	$1,244,978	13,236	+115.2%	Shares	Sole	2020-08-13
2020-03-31	$553,684	6,150	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.