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JPM
Showing 8 of 29 quarters

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

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 177,945 shares of JPM (JPMORGAN CHASE & CO), worth $52.3M as of 2026-Q1. The position was decreased (-1.7% shares). JPM represents 1.8% of CLIFFORD SWAN INVESTMENT COUNSEL LLC's portfolio.

Current Value

$52.3M

Current Shares

177,945

Total Value Change

+$10.3M

Total Shares Change

-30,014

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
207,959
-1.2%
$42.1M1.6%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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