JPMORGAN CHASE & CO

CIK
19617
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,161 positions · $1,189,656,748,752 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in SWZ

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $10,217 1,723
2025-12-31 $16,053 2,581
2025-09-30 $15,692 2,581
2025-06-30 $16,363 2,581
2025-03-31 $23,796 2,581
2024-12-31 $19,331 2,581
2024-09-30 $23,099 2,581
2024-06-30 $20,828 2,581
2024-03-31 $20,467 2,581
2023-12-31 $21,164 2,581
2023-09-30 $48,115 6,298
2023-06-30 $39,175 4,766
2023-03-31 $20,467 2,581
2022-12-31 $19,512 2,581
2022-09-30 $17,524 2,581
2022-06-30 $20,286 2,581
2022-03-31 $23,796 2,581
2021-12-31 $25,655 2,581
2021-09-30 $23,693 2,581
2021-06-30 $25,113 2,581
2021-03-31 $22,686 2,581
2020-12-31 $23,074 2,581
2020-09-30 $21,370 2,581
2020-06-30 $20,235 2,581
2020-03-31 $17,937 2,581