Sweeney & Michel, LLC
- SEC CIK
- 0001979556
- Latest filing
- Aug 10, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Sweeney & Michel, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 15,286
- Value
- $5.46M
- % of portfolio
- 1.4%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,286 | $5.46M | 1.4% | −1,850−10.8% | Reduced | Holders |
| Q1 2026 | 17,136 | $5.38M | 1.6% | +9+0.1% | Added | Holders |
| Q4 2025 | 17,127 | $5.32M | 1.6% | −752−4.2% | Reduced | Holders |
| Q3 2025 | 17,879 | $5.38M | 1.8% | −171−0.9% | Reduced | Holders |
| Q2 2025 | 18,050 | $5.18M | 1.8% | −186−1.0% | Reduced | Holders |
| Q1 2025 | 18,236 | $3.95M | 1.7% | – | No prior filing | Holders |
| Q4 2024 | – | – | – | – | Not filed | Holders |
| Q3 2024 | 19,810 | $4.46M | 1.8% | −1,352−6.4% | Reduced | Holders |
| Q2 2024 | 21,162 | $4.39M | 1.9% | −274−1.3% | Reduced | Holders |
| Q1 2024 | 21,436 | $4.32M | 1.9% | – | No prior filing | Holders |
| Q4 2023 | – | – | – | – | Not filed | Holders |
| Q3 2023 | 21,530 | $3.12M | 1.6% | −1,075−4.8% | Reduced | Holders |
| Q2 2023 | 22,605 | $3.52M | 1.8% | −319−1.4% | Reduced | Holders |
| Q1 2023 | 22,924 | $3.19M | 1.7% | – | No prior filing | Holders |