Ownership history in SWS Partners · 31 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 14,773 | +683 | +4.8% | 1.15% | $4.8M | $320.77 |
| 2025 Q3 | ADDED | 14,090 | +526 | +3.9% | 1.08% | $4.4M | $312.49 |
| 2025 Q2 | REDUCED | 13,564 | -737 | -5.2% | 1.06% | $3.9M | $285.83 |
| 2025 Q1 | REDUCED | 14,301 | -1 | -0.0% | 1.04% | $3.4M | $240.37 |
| 2024 Q4 | REDUCED | 14,302 | -216 | -1.5% | 1.04% | $3.4M | $233.69 |
| 2024 Q3 | REDUCED | 14,518 | -7,202 | -33.2% | 0.98% | $3.1M | $204.31 |
| 2024 Q2 | REDUCED | 21,720 | -1,245 | -5.4% | 1.31% | $4.4M | $194.90 |
| 2024 Q1 | REDUCED | 22,965 | -1,492 | -6.1% | 1.38% | $4.6M | $191.89 |
| 2023 Q4 | ADDED | 24,457 | +1,157 | +5.0% | 1.36% | $4.2M | $161.96 |
| 2023 Q3 | ADDED | 23,300 | +47 | +0.2% | 1.25% | $3.4M | $137.07 |
As of 2025 Q4 — sorted by position size