Clifford Swan Investment Counsel LLC / JPM
Clifford Swan Investment Counsel LLC’s Jpmorgan Chase & Co Position
Does Clifford Swan Investment Counsel LLC own Jpmorgan Chase & Co (JPM)? Yes — 177.9K shares worth $52M (+1.78% of its 13F portfolio) as of Q1 2026, down from 181.0K shares the prior filed quarter.
Position Value
$52M
Q1 2026
Shares
177.9K
% of Portfolio
+1.78%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 177.9K | $52M | +1.78% |
| Q4 2025 | 181.0K | $58M | +1.94% |
| Q3 2025 | 185.0K | $58M | +1.94% |
| Q2 2025 | 187.7K | $54M | +1.92% |
| Q1 2025 | 192.4K | $47M | +1.75% |
| Q4 2024 | 197.7K | $47M | +1.70% |
| Q3 2024 | 203.4K | $43M | +1.52% |
| Q2 2024 | 208.0K | $42M | +1.57% |
| Q1 2024 | 210.6K | $42M | +1.57% |
| Q4 2023 | 217.9K | $37M | +1.44% |
| Q3 2023 | 219.3K | $32M | +1.33% |
| Q2 2023 | 218.2K | $32M | +1.28% |
| Q1 2023 | 218.5K | $28M | +1.19% |
| Q4 2022 | 220.0K | $29M | +1.28% |
| Q3 2022 | 219.5K | $23M | +1.08% |
| Q2 2022 | 220.2K | $25M | +1.07% |
| Q1 2022 | 225.9K | $31M | +1.14% |
| Q4 2021 | 222.9K | $35M | +1.24% |
| Q3 2021 | 224.3K | $38M | +1.40% |
| Q2 2021 | 225.4K | $34M | +1.29% |
| Q1 2021 | 233.8K | $36M | +1.46% |
| Q4 2020 | 234.1K | $30M | +1.30% |
| Q3 2020 | 238.3K | $23M | +1.10% |
| Q2 2020 | 241.2K | $23M | +1.17% |
| Q1 2020 | 236.4K | $21M | +1.29% |
| Q4 2019 | 225.3K | $31M | +1.52% |
| Q3 2019 | 224.9K | $26M | +1.37% |
| Q2 2019 | 227.5K | $25M | +1.34% |
| Q1 2019 | 225.8K | $23M | +1.23% |
| Q4 2018 | 226.4K | $22M | +1.34% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of JPM.