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Disclosery

SWS Partners: JPM position timeline

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

SWS Partners held 14,026 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,026 shares
    Change vs previous 13F -190 shares

    0.99% of the 13F portfolio, value $4,591,180.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 14,216 shares
    Change vs previous 13F -557 shares

    1.03% of the 13F portfolio, value $4,181,803.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 14,773 shares
    Change vs previous 13F +683 shares

    1.15% of the 13F portfolio, value $4,760,003.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 14,090 shares
    Change vs previous 13F +526 shares

    1.08% of the 13F portfolio, value $4,444,483.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 13,564 shares
    Change vs previous 13F -1,084 shares

    1.06% of the 13F portfolio, value $3,932,558.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 14,648 shares
    Change vs previous 13F +346 shares

    1.18% of the 13F portfolio, value $3,593,394.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,302 shares
    Change vs previous 13F -216 shares

    1.04% of the 13F portfolio, value $3,428,303.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,518 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,061,247.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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