Position in JPM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,931,887
+$527,868 QoQ
Shares Held
12,012
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#2,311
of 5,057 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SWP Investment Management LLC holds $7,485,891 across 2 Banks - Diversified names. JPM ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
12,012 | $3,931,887 | |
| 2 | C |
Citigroup Inc
|
25,393 | $3,554,004 |
All Filings in JPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,931,887 | 12,012 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $3,404,019 | 11,572 | Shares | Sole | 2026-07-01 | |
| 2025-12-31 | $3,657,841 | 11,352 | Shares | Sole | 2026-07-01 | |
| 2025-09-30 | $2,686,832 | 8,518 | Shares | Sole | 2026-07-01 | |
| 2025-06-30 | $2,251,151 | 7,765 | Shares | Sole | 2026-07-01 | |
| 2025-03-31 | $1,884,394 | 7,682 | Shares | Sole | 2026-07-01 | |
| No filing history on record for this holder in this stock. | ||||||