JP Morgan Chase
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JP Morgan Chase’s Schwab US Broad Market ETF SCHB Stock Holding History

JP Morgan Chase’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.8M Sell
1,107,295
-88,063
-7% -$2.47M ﹤0.01% 1828
2026
Q1 		$29.2M Sell
1,195,358
-71,911
-6% -$1.89M ﹤0.01% 1759
2025
Q4 		$33.2M Buy
1,267,269
+49,084
+4% +$1.28M ﹤0.01% 1645
2025
Q3 		$31.3M Buy
1,218,185
+95,430
+8% +$2.36M ﹤0.01% 1732
2025
Q2 		$26.8M Buy
1,122,755
+25,441
+2% +$560K ﹤0.01% 1739
2025
Q1 		$23.6M Buy
1,097,314
+334
+0% +$7.6K ﹤0.01% 1784
2024
Q4 		$24.9M Sell
1,096,980
-53,538
-5% -$1.22M ﹤0.01% 1827
2024
Q3 		$25.5M Buy
1,150,518
+61,707
+6% +$1.32M ﹤0.01% 1789
2024
Q2 		$22.8M Sell
1,088,811
-671,874
-38% -$13.6M ﹤0.01% 1770
2024
Q1 		$35.8M Buy
1,760,685
+25,116
+1% +$486K ﹤0.01% 1482
2023
Q4 		$32.2M Buy
1,735,569
+1,389,063
+401% +$24M ﹤0.01% 1487
2023
Q3 		$5.76M Buy
346,506
+93,876
+37% +$1.62M ﹤0.01% 2724
2023
Q2 		$4.35M Buy
252,630
+27,627
+12% +$450K ﹤0.01% 2972
2023
Q1 		$3.59M Sell
225,003
-30,897
-12% -$483K ﹤0.01% 3075
2022
Q4 		$3.82M Buy
255,900
+213,126
+498% +$3.2M ﹤0.01% 3050
2022
Q3 		$598K Sell
42,774
-1,203
-3% -$18.7K ﹤0.01% 4342
2022
Q2 		$648K Sell
43,977
-11,223
-20% -$180K ﹤0.01% 4397
2022
Q1 		$983K Buy
55,200
+45,726
+483% +$803K ﹤0.01% 4281
2021
Q4 		$178K Sell
9,474
-1,320
-12% -$24.3K ﹤0.01% 5423
2021
Q3 		$187K Buy
10,794
+2,190
+25% +$39K ﹤0.01% 5272
2021
Q2 		$150K Sell
8,604
-1,110
-11% -$18.8K ﹤0.01% 5377
2021
Q1 		$157K Sell
9,714
-636
-6% -$10K ﹤0.01% 5239
2020
Q4 		$157K Sell
10,350
-2,154
-17% -$30.7K ﹤0.01% 4886
2020
Q3 		$165K Sell
12,504
-240
-2% -$3.16K ﹤0.01% 4456
2020
Q2 		$156K Buy
12,744
+258
+2% +$2.97K ﹤0.01% 4383
2020
Q1 		$126K Buy
12,486
+8,460
+210% +$102K ﹤0.01% 4451
2019
Q4 		$52K Buy
4,026
+336
+9% +$4.12K ﹤0.01% 5117
2019
Q3 		$44K Buy
3,690
+24
+0.7% +$284 ﹤0.01% 5232
2019
Q2 		$43K Sell
3,666
-3,168
-46% -$36.6K ﹤0.01% 5231
2019
Q1 		$77K Buy
6,834
+6,000
+719% +$65.5K ﹤0.01% 4971
2018
Q4 		$8K Hold
834
– – ﹤0.01% 5476
2018
Q3 		$10K Hold
834
– – ﹤0.01% 5501
2018
Q2 		$9K Hold
834
– – ﹤0.01% 5390
2018
Q1 		$9K Buy
834
+132
+19% +$1.45K ﹤0.01% 5184
2017
Q4 		$8K Buy
702
+276
+65% +$2.89K ﹤0.01% 5288
2017
Q3 		$4K Buy
426
+408
+2,267% +$4.05K ﹤0.01% 4818
2017
Q2 		$0 Hold
18
– – ﹤0.01% 5182
2017
Q1 		$0 Buy
+18
New +$169 ﹤0.01% 5204
2016
Q1 		– Sell
-402
Closed -$3K – 4905
2015
Q4 		$3K Buy
+402
New +$3.32K ﹤0.01% 4455

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

JP Morgan Chase's SCHB Position: Q2 2026 in Review

JP Morgan Chase reduced its Schwab US Broad Market ETF (SCHB) stake by 7.4% in Q2 2026, selling an estimated $2.47M and leaving 1,107,295 shares worth $31.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

JP Morgan Chase first reported a position in SCHB in Q4 2015 and has held it in 39 quarters since. The position peaked at $35.8M in Q1 2024. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • JP Morgan Chase held 1,107,295 shares of Schwab US Broad Market ETF worth $31.8M as of Q2 2026.
  • JP Morgan Chase sold 88,063 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.47M.
  • Schwab US Broad Market ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1828 holding.
  • JP Morgan Chase first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 39 quarters since.
  • JP Morgan Chase's Schwab US Broad Market ETF position peaked at $35.8M in Q1 2024.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.