Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,660
-$17,171 QoQ
Shares Held
112
-38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#5,021
of 5,058 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SWAN Capital LLC holds $55,710 across 4 Banks - Diversified names. JPM ranks #1 (65.8% of the industry book) .
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,660 | 112 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $53,831 | 183 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,655 | 151 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $47,629 | 151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,936 | 155 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,662 | 125 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $29,963 | 125 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $26,357 | 125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,282 | 125 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||