JP Morgan Chase
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JP Morgan Chase’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JP Morgan Chase’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222M Sell
7,905,656
-538,332
-6% -$16.7M 0.01% 650
2025
Q4 		$275M Buy
8,443,988
+57,510
+0.7% +$1.87M 0.02% 565
2025
Q3 		$268M Buy
8,386,478
+896,496
+12% +$27.3M 0.02% 600
2025
Q2 		$219M Buy
7,489,982
+531,702
+8% +$14.1M 0.01% 653
2025
Q1 		$174M Buy
6,958,280
+960,502
+16% +$26.3M 0.01% 721
2024
Q4 		$167M Buy
5,997,778
+234,314
+4% +$6.41M 0.01% 725
2024
Q3 		$150M Buy
5,763,464
+16,316
+0.3% +$411K 0.01% 793
2024
Q2 		$145M Buy
5,747,148
+464,188
+9% +$10.9M 0.01% 771
2024
Q1 		$122M Buy
5,282,960
+607,588
+13% +$13.4M 0.01% 852
2023
Q4 		$97M Buy
4,675,372
+872,944
+23% +$16.9M 0.01% 904
2023
Q3 		$69.1M Buy
3,802,428
+278,560
+8% +$5.24M 0.01% 970
2023
Q2 		$66M Buy
3,523,868
+854,836
+32% +$14.7M 0.01% 1003
2023
Q1 		$43.5M Buy
2,669,032
+26,568
+1% +$403K 0.01% 1164
2022
Q4 		$36.7M Buy
2,642,464
+2,594,572
+5,418% +$37.3M ﹤0.01% 1265
2022
Q3 		$668K Buy
47,892
+3,620
+8% +$56.7K ﹤0.01% 4275
2022
Q2 		$642K Buy
44,272
+19,860
+81% +$317K ﹤0.01% 4403
2022
Q1 		$457K Sell
24,412
-844
-3% -$15.4K ﹤0.01% 4760
2021
Q4 		$517K Buy
25,256
+4,688
+23% +$93.7K ﹤0.01% 4798
2021
Q3 		$381K Sell
20,568
-27,824
-57% -$530K ﹤0.01% 4880
2021
Q2 		$883K Buy
48,392
+27,784
+135% +$481K ﹤0.01% 4380
2021
Q1 		$334K Sell
20,608
-8
-0% -$130 ﹤0.01% 4906
2020
Q4 		$331K Sell
20,616
-1,040
-5% -$15.8K ﹤0.01% 4597
2020
Q3 		$309K Sell
21,656
-270,632
-93% -$3.77M ﹤0.01% 4180
2020
Q2 		$3.71M Buy
292,288
+205,232
+236% +$2.39M ﹤0.01% 2681
2020
Q1 		$867K Buy
87,056
+77,224
+785% +$881K ﹤0.01% 3489
2019
Q4 		$114K Buy
9,832
+456
+5% +$5.03K ﹤0.01% 4851
2019
Q3 		$98K Sell
9,376
-2,872
-23% -$30.3K ﹤0.01% 4912
2019
Q2 		$127K Buy
12,248
+7,504
+158% +$76.3K ﹤0.01% 4839
2019
Q1 		$47K Buy
4,744
+4,056
+590% +$38.4K ﹤0.01% 5163
2018
Q4 		$6K Buy
+688
New +$6.41K ﹤0.01% 5520

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

JP Morgan Chase's SCHG Position: Q1 2026 in Review

JP Morgan Chase reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.4% in Q1 2026, selling an estimated $16.7M and leaving 7,905,656 shares worth $222M. The position accounts for 0.01% of the portfolio, ranked #650.

JP Morgan Chase first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $275M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • JP Morgan Chase held 7,905,656 shares of Schwab US Large-Cap Growth ETF worth $222M as of Q1 2026.
  • JP Morgan Chase sold 538,332 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.7M.
  • Schwab US Large-Cap Growth ETF made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #650 holding.
  • JP Morgan Chase first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • JP Morgan Chase's Schwab US Large-Cap Growth ETF position peaked at $275M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.