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JPMORGAN CHASE & CO

CIK
19617
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,153 positions · $1,192,603,784,746 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

24 quarters · across all stocks

Holdings in SWX

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $52,956,683 609,398
2025-09-30 $138,902,144 1,773,068
2025-06-30 $53,419,829 718,105
2025-03-31 $69,405,898 966,656
2024-12-31 $35,747,791 505,555
2024-09-30 $20,344,182 275,816
2024-06-30 $22,207,068 315,531
2024-03-31 $23,871,929 313,568
2023-12-31 $16,861,297 266,161
2023-09-30 $11,324,759 187,465
2023-06-30 $14,184,400 222,850
2023-03-31 $22,470,320 359,813
2022-12-31 $18,252,432 294,965
2022-09-30 $19,649,620 281,715
2022-06-30 $21,921,692 251,742
2022-03-31 $26,519,404 338,733
2021-12-31 $24,591,261 351,053
2021-09-30 $27,220,493 407,005
2021-06-30 $34,327,986 518,628
2021-03-31 $43,098,209 627,248
2020-12-31 $45,497,434 748,929
2020-09-30 $42,382,499 671,672
2020-06-30 $46,508,001 673,541
2020-03-31 $48,867,358 702,521