Back to CLIFFORD SWAN INVESTMENT COUNSEL LLC CLIFFORD SWAN INVESTMENT COUNSEL LLC

JPMJPM
Showing 8 of 30 quarters

Position history for CLIFFORD SWAN INVESTMENT COUNSEL LLCCLIFFORD SWAN INVESTMENT COUNSEL LLC's holdings in JPMORGAN CHASE & CO

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 174,259 shares of JPM (JPMORGAN CHASE & CO), worth $57M as of 2026-Q2. The position was decreased (-2.1% shares). JPM represents 1.8% of CLIFFORD SWAN INVESTMENT COUNSEL LLC's portfolio.

Current Value

$57M

Current Shares

174,259

Total Value Change

+$14.1M

Total Shares Change

-29,185

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
174,259
-2.1%
$57M1.8%$325.86
0
2026-Q1
Decreased
177,945
-1.7%
$52.3M1.8%$300.26
0
2025-Q4
Decreased
180,992
-2.2%
$58.3M1.9%$321.97
0
2025-Q3
Decreased
185,008
-1.4%
$58.4M1.9%$312.75
0
2025-Q2
Decreased
187,733
-2.5%
$54.4M1.9%$283.07
0
2025-Q1
Decreased
192,450
-2.6%
$47.2M1.7%$237.97
0
2024-Q4
Decreased
197,663
-2.8%
$47.4M1.7%$233.31
0
2024-Q3
Decreased
203,444
-2.2%
$42.9M1.5%$203.96
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used