JP Morgan Chase
SCHD icon

JP Morgan Chase’s Schwab US Dividend Equity ETF SCHD Stock Holding History

JP Morgan Chase’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124M Sell
3,890,026
-422,249
-10% -$13.4M 0.01% 955
2026
Q1 		$131M Sell
4,312,275
-980,262
-19% -$29.7M 0.01% 874
2025
Q4 		$145M Buy
5,292,537
+675,686
+15% +$18.4M 0.01% 791
2025
Q3 		$126M Buy
4,616,851
+95,857
+2% +$2.62M 0.01% 881
2025
Q2 		$120M Sell
4,520,994
-1,045,708
-19% -$27.3M 0.01% 858
2025
Q1 		$156M Buy
5,566,702
+490,361
+10% +$13.7M 0.01% 758
2024
Q4 		$139M Buy
5,076,341
+372,032
+8% +$10.6M 0.01% 800
2024
Q3 		$133M Buy
4,704,309
+314,565
+7% +$8.57M 0.01% 839
2024
Q2 		$114M Sell
4,389,744
-6,995,460
-61% -$182M 0.01% 856
2024
Q1 		$306M Buy
11,385,204
+479,997
+4% +$12.4M 0.03% 520
2023
Q4 		$277M Sell
10,905,207
-2,141,817
-16% -$51M 0.03% 519
2023
Q3 		$308M Buy
13,047,024
+285,258
+2% +$7M 0.03% 428
2023
Q2 		$309M Buy
12,761,766
+2,475,780
+24% +$59.2M 0.03% 439
2023
Q1 		$251M Sell
10,285,986
-5,529,546
-35% -$138M 0.03% 475
2022
Q4 		$398M Buy
15,815,532
+418,932
+3% +$10.3M 0.05% 340
2022
Q3 		$341M Sell
15,396,600
-2,292,057
-13% -$55.7M 0.05% 354
2022
Q2 		$422M Sell
17,688,657
-638,223
-3% -$16.2M 0.06% 310
2022
Q1 		$482M Sell
18,326,880
-362,766
-2% -$9.5M 0.06% 312
2021
Q4 		$504M Sell
18,689,646
-98,316
-0.5% -$2.55M 0.06% 332
2021
Q3 		$465M Buy
18,787,962
+4,527,621
+32% +$115M 0.06% 327
2021
Q2 		$359M Buy
14,260,341
+852,114
+6% +$21.5M 0.04% 429
2021
Q1 		$326M Buy
13,408,227
+7,457,526
+125% +$170M 0.04% 426
2020
Q4 		$127M Buy
5,950,701
+5,885,100
+8,971% +$119M 0.02% 691
2020
Q3 		$1.2M Buy
65,601
+19,071
+41% +$351K ﹤0.01% 3548
2020
Q2 		$803K Sell
46,530
-1,992
-4% -$33.6K ﹤0.01% 3631
2020
Q1 		$728K Sell
48,522
-744
-2% -$13.4K ﹤0.01% 3614
2019
Q4 		$951K Buy
49,266
+2,424
+5% +$45.4K ﹤0.01% 3906
2019
Q3 		$855K Sell
46,842
-5,010
-10% -$89.7K ﹤0.01% 3918
2019
Q2 		$914K Buy
51,852
+12,396
+31% +$218K ﹤0.01% 3923
2019
Q1 		$688K Sell
39,456
-11,400
-22% -$192K ﹤0.01% 4020
2018
Q4 		$796K Sell
50,856
-1,932
-4% -$32.2K ﹤0.01% 3882
2018
Q3 		$933K Buy
52,788
+12,885
+32% +$223K ﹤0.01% 3965
2018
Q2 		$656K Buy
39,903
+5,889
+17% +$96.9K ﹤0.01% 4049
2018
Q1 		$556K Sell
34,014
-17,973
-35% -$306K ﹤0.01% 3962
2017
Q4 		$887K Buy
51,987
+855
+2% +$14K ﹤0.01% 3789
2017
Q3 		$797K Buy
51,132
+225
+0.4% +$3.44K ﹤0.01% 3626
2017
Q2 		$765K Buy
50,907
+1,758
+4% +$26.4K ﹤0.01% 3547
2017
Q1 		$730K Buy
49,149
+6,843
+16% +$101K ﹤0.01% 3545
2016
Q4 		$614K Buy
42,306
+8,556
+25% +$121K ﹤0.01% 3661
2016
Q3 		$476K Buy
33,750
+20,157
+148% +$285K ﹤0.01% 3415
2016
Q2 		$188K Buy
13,593
+9,723
+251% +$131K ﹤0.01% 3738
2016
Q1 		$52K Buy
+3,870
New +$49.1K ﹤0.01% 3891

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

JP Morgan Chase reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.8% in Q2 2026, selling an estimated $13.4M and leaving 3,890,026 shares worth $124M. The position accounts for 0.01% of the portfolio, ranked #955.

JP Morgan Chase first reported a position in SCHD in Q1 2016 and has held it in 42 quarters since. The position peaked at $504M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • JP Morgan Chase held 3,890,026 shares of Schwab US Dividend Equity ETF worth $124M as of Q2 2026.
  • JP Morgan Chase sold 422,249 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.4M.
  • Schwab US Dividend Equity ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #955 holding.
  • JP Morgan Chase first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 42 quarters since.
  • JP Morgan Chase's Schwab US Dividend Equity ETF position peaked at $504M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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