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Disclosery

SWP Investment Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP Investment Management LLC on JPM, newest first. How the timeline and the estimate are built.

SWP Investment Management LLC held 12,012 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,012 shares
    Change vs previous 13F +440 shares

    2.72% of the 13F portfolio, value $3,931,888.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,572 shares
    Change vs previous 13F +220 shares

    2.54% of the 13F portfolio, value $3,404,020.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,352 shares
    Change vs previous 13F +2,834 shares

    2.65% of the 13F portfolio, value $3,657,841.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,518 shares
    Change vs previous 13F +753 shares

    2.64% of the 13F portfolio, value $2,686,833.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,765 shares
    Change vs previous 13F +83 shares

    2.66% of the 13F portfolio, value $2,251,151.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,682 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $1,884,395.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).