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JPMORGAN CHASE & CO SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
20
Latest value
$10K
Q2 2026
Peak value
$122.8M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $24K |
| Q2 2025 | $16K |
| Q3 2025 | $16K |
| Q3 2025 | $16K |
| Q3 2025 | $316K |
| Q3 2025 | $66K |
| Q3 2025 | $88K |
| Q3 2025 | $4K |
| Q3 2025 | $122.8M |
| Q3 2025 | $20.9M |
| Q3 2025 | $3.5M |
| Q3 2025 | $12K |
| Q3 2025 | $113K |
| Q3 2025 | $18.8M |
| Q3 2025 | $117K |
| Q3 2025 | $505K |
| Q3 2025 | $12K |
| Q4 2025 | $16K |
| Q1 2026 | $10K |
| Q2 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $10K | 1.7K | — | — |
| Q1 2026 | $10K | 1.7K | — | — |
| Q4 2025 | $16K | 2.6K | — | — |
| Q3 2025 | $12K | 193 | — | — |
| Q3 2025 | $505K | 8.5K | — | — |
| Q3 2025 | $117K | 2.0K | — | — |
| Q3 2025 | $18.8M | 314.9K | — | — |
| Q3 2025 | $113K | 1.9K | — | — |
| Q3 2025 | $12K | 209 | — | — |
| Q3 2025 | $3.5M | 59.4K | — | — |
| Q3 2025 | $20.9M | 350.2K | — | — |
| Q3 2025 | $122.8M | 2.06M | — | — |
| Q3 2025 | $4K | 62 | — | — |
| Q3 2025 | $88K | 1.5K | — | — |
| Q3 2025 | $66K | 1.1K | — | — |
| Q3 2025 | $316K | 5.3K | — | — |
| Q3 2025 | $16K | 2.6K | — | — |
| Q3 2025 | $16K | 2.6K | — | — |
| Q2 2025 | $16K | 2.6K | — | — |
| Q1 2025 | $24K | 2.6K | — | — |