Position in SWX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,467,873
-$2,488,810 QoQ
Shares Held
569,101
-6.6% QoQ
Ownership
0.786%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $729,966,201 across 15 Utilities - Regulated Gas names. SWX ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
6,963,215 | $331,100,866 | |
| 2 | ATO |
Atmos Energy Corp
|
560,812 | $96,611,075 | |
| 3 | NJR |
New Jersey Resources Corp
|
1,062,877 | $59,563,624 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
This page
|
569,101 | $50,467,873 | |
| 5 | UGI |
Ugi Corp /Pa/
|
1,248,079 | $43,108,644 | |
| 6 | OGS |
ONE Gas, Inc.
|
465,930 | $35,909,221 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
421,165 | $31,334,673 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,431,306 | $24,475,332 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,467,873 | 569,101 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $52,956,683 | 609,398 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $54,381,509 | 679,599 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $138,902,144 | 1,773,068 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $53,419,829 | 718,105 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $69,405,898 | 966,656 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $35,747,791 | 505,555 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $20,344,182 | 275,816 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $22,207,068 | 315,531 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $23,871,929 | 313,568 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $16,861,297 | 266,161 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $11,324,759 | 187,465 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $14,184,400 | 222,850 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $22,470,320 | 359,813 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $18,251,258 | 294,965 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,649,620 | 281,715 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,921,692 | 251,742 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $26,519,404 | 338,733 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $24,591,261 | 351,053 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,220,493 | 407,005 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $34,327,986 | 518,628 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $43,098,209 | 627,248 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $45,497,434 | 748,929 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $42,382,499 | 671,672 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $46,508,001 | 673,541 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $48,867,358 | 702,521 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||