Charles Schwab’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.62B | Buy |
19,101,113
+353,294
| +2% | +$107M | 0.86% | 23 |
|
|
2025
Q4 | $6.04B | Sell |
18,747,819
-69,643
| -0.4% | -$21.6M | 0.94% | 13 |
|
|
2025
Q3 | $5.94B | Sell |
18,817,462
-971,099
| -5% | -$289M | 0.95% | 13 |
|
|
2025
Q2 | $5.74B | Sell |
19,788,561
-57,502
| -0.3% | -$14.7M | 0.99% | 11 |
|
|
2025
Q1 | $4.87B | Sell |
19,846,063
-257,000
| -1% | -$65.5M | 0.91% | 19 |
|
|
2024
Q4 | $4.82B | Buy |
20,103,063
+71,122
| +0.4% | +$16.6M | 0.89% | 18 |
|
|
2024
Q3 | $4.22B | Sell |
20,031,941
-182,322
| -0.9% | -$38.4M | 0.81% | 23 |
|
|
2024
Q2 | $4.09B | Sell |
20,214,263
-12,274
| -0.1% | -$2.4M | 0.78% | 22 |
|
|
2024
Q1 | $4B | Buy |
20,226,537
+56,138
| +0.3% | +$10.1M | 0.92% | 12 |
|
|
2023
Q4 | $3.39B | Buy |
20,170,399
+154,426
| +0.8% | +$23.4M | 0.86% | 19 |
|
|
2023
Q3 | $2.87B | Sell |
20,015,973
-92,022
| -0.5% | -$13.8M | 0.82% | 24 |
|
|
2023
Q2 | $2.89B | Sell |
20,107,995
-95,967
| -0.5% | -$13.2M | 0.83% | 22 |
|
|
2023
Q1 | $2.6B | Buy |
20,203,962
+121,559
| +0.6% | +$16.7M | 0.79% | 25 |
|
|
2022
Q4 | $2.66B | Buy |
20,082,403
+513,422
| +3% | +$65.1M | 0.86% | 19 |
|
|
2022
Q3 | $2.04B | Buy |
19,568,981
+643,426
| +3% | +$73.8M | 0.73% | 24 |
|
|
2022
Q2 | $2.13B | Buy |
18,925,555
+317,894
| +2% | +$39.4M | 0.74% | 24 |
|
|
2022
Q1 | $2.54B | Buy |
18,607,661
+805,196
| +5% | +$119M | 0.76% | 21 |
|
|
2021
Q4 | $2.82B | Buy |
17,802,465
+273,693
| +2% | +$44.9M | 0.83% | 15 |
|
|
2021
Q3 | $2.87B | Buy |
17,528,772
+781,114
| +5% | +$122M | 0.94% | 9 |
|
|
2021
Q2 | $2.6B | Buy |
16,747,658
+106,907
| +0.6% | +$16.8M | 0.87% | 10 |
|
|
2021
Q1 | $2.53B | Sell |
16,640,751
-78,808
| -0.5% | -$11.3M | 0.93% | 9 |
|
|
2020
Q4 | $2.12B | Sell |
16,719,559
-359,992
| -2% | -$40.2M | 0.84% | 10 |
|
|
2020
Q3 | $1.64B | Sell |
17,079,551
-666,638
| -4% | -$65.5M | 0.76% | 13 |
|
|
2020
Q2 | $1.67B | Sell |
17,746,189
-248,109
| -1% | -$23.5M | 0.82% | 10 |
|
|
2020
Q1 | $1.62B | Buy |
17,994,298
+3,212,854
| +22% | +$390M | 0.95% | 11 |
|
|
2019
Q4 | $2.06B | Sell |
14,781,444
-130,956
| -0.9% | -$16.8M | 1.11% | 5 |
|
|
2019
Q3 | $1.76B | Sell |
14,912,400
-108,676
| -0.7% | -$12.3M | 1.04% | 8 |
|
|
2019
Q2 | $1.68B | Buy |
15,021,076
+275,854
| +2% | +$30.4M | 1.02% | 8 |
|
|
2019
Q1 | $1.49B | Buy |
14,745,222
+870,921
| +6% | +$89.7M | 0.96% | 13 |
|
|
2018
Q4 | $1.35B | Buy |
13,874,301
+441,687
| +3% | +$47.1M | 1.04% | 9 |
|
|
2018
Q3 | $1.52B | Buy |
13,432,614
+423,192
| +3% | +$48M | 1.01% | 8 |
|
|
2018
Q2 | $1.36B | Buy |
13,009,422
+270,508
| +2% | +$29.7M | 0.99% | 7 |
|
|
2018
Q1 | $1.4B | Buy |
12,738,914
+49,436
| +0.4% | +$5.6M | 1.09% | 6 |
|
|
2017
Q4 | $1.36B | Buy |
12,689,478
+373,921
| +3% | +$37.9M | 1.08% | 8 |
|
|
2017
Q3 | $1.18B | Buy |
12,315,557
+74,109
| +0.6% | +$6.83M | 1.03% | 9 |
|
|
2017
Q2 | $1.12B | Buy |
12,241,448
+424,317
| +4% | +$36.6M | 1.05% | 7 |
|
|
2017
Q1 | $1.04B | Buy |
11,817,131
+430,584
| +4% | +$38M | 1.04% | 7 |
|
|
2016
Q4 | $983M | Buy |
11,386,547
+403,883
| +4% | +$30.8M | 1.08% | 7 |
|
|
2016
Q3 | $732M | Sell |
10,982,664
-778,948
| -7% | -$50.8M | 0.86% | 17 |
|
|
2016
Q2 | $731M | Sell |
11,761,612
-417,350
| -3% | -$26.1M | 0.91% | 13 |
|
|
2016
Q1 | $721M | Buy |
12,178,962
+150,482
| +1% | +$8.79M | 0.95% | 12 |
|
|
2015
Q4 | $794M | Buy |
12,028,480
+186,882
| +2% | +$12.2M | 1.07% | 7 |
|
|
2015
Q3 | $723M | Sell |
11,841,598
-139,409
| -1% | -$9.13M | 1.06% | 7 |
|
|
2015
Q2 | $811M | Sell |
11,981,007
-20,365
| -0.2% | -$1.33M | 1.12% | 6 |
|
|
2015
Q1 | $727M | Buy |
12,001,372
+860,099
| +8% | +$50.9M | 1.02% | 8 |
|
|
2014
Q4 | $697M | Buy |
11,141,273
+1,289,800
| +13% | +$77.6M | 1.05% | 10 |
|
|
2014
Q3 | $593M | Buy |
9,851,473
+201,751
| +2% | +$11.8M | 0.98% | 12 |
|
|
2014
Q2 | $556M | Buy |
9,649,722
+223,564
| +2% | +$12.6M | 0.94% | 13 |
|
|
2014
Q1 | $572M | Sell |
9,426,158
-1,094,656
| -10% | -$63.3M | 1.03% | 11 |
|
|
2013
Q4 | $615M | Sell |
10,520,814
-1,151,696
| -10% | -$63.1M | 1.17% | 10 |
|
|
2013
Q3 | $606M | Buy |
11,672,510
+180,424
| +2% | +$9.68M | 1.24% | 8 |
|
|
2013
Q2 | $603M | Buy |
+11,492,086
| New | +$584M | 1.35% | 8 |
|
Other funds holding JPM
VCM
VPM
Charles Schwab's JPM Position: Q1 2026 in Review
Charles Schwab increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $107M and bringing the position to 19,101,113 shares worth $5.62B. The position accounts for 0.86% of the portfolio, ranked #23.
Charles Schwab first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.04B in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Charles Schwab held 19,101,113 shares of JPMorgan Chase worth $5.62B as of Q1 2026.
- Charles Schwab bought 353,294 JPMorgan Chase shares in Q1 2026, an estimated $107M.
- JPMorgan Chase made up 0.86% of Charles Schwab's portfolio in Q1 2026, its #23 holding.
- Charles Schwab first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Charles Schwab's JPMorgan Chase position peaked at $6.04B in Q4 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.