JP Morgan Chase
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JP Morgan Chase’s Schwab 1000 Index ETF SCHK Stock Holding History

JP Morgan Chase’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$654K Sell
18,272
-32,682
-64% -$1.14M ﹤0.01% 4938
2026
Q1 		$1.55M Buy
50,954
+35,128
+222% +$1.15M ﹤0.01% 4290
2025
Q4 		$519K Sell
15,826
-1,091
-6% -$35.5K ﹤0.01% 4999
2025
Q3 		$543K Sell
16,917
-193
-1% -$5.97K ﹤0.01% 4973
2025
Q2 		$510K Buy
17,110
+5,766
+51% +$159K ﹤0.01% 4774
2025
Q1 		$305K Buy
11,344
+93
+0.8% +$2.64K ﹤0.01% 5062
2024
Q4 		$319K Sell
11,251
-133
-1% -$3.79K ﹤0.01% 5269
2024
Q3 		$315K Buy
11,384
+792
+7% +$21.1K ﹤0.01% 5177
2024
Q2 		$277K Buy
10,592
+306
+3% +$7.73K ﹤0.01% 4981
2024
Q1 		$261K Buy
10,286
+256
+3% +$6.16K ﹤0.01% 5198
2023
Q4 		$231K Sell
10,030
-1,278
-11% -$27.5K ﹤0.01% 5308
2023
Q3 		$234K Buy
11,308
+272
+2% +$5.84K ﹤0.01% 4970
2023
Q2 		$236K Sell
11,036
-360
-3% -$7.28K ﹤0.01% 4976
2023
Q1 		$225K Buy
11,396
+3,878
+52% +$74.9K ﹤0.01% 4996
2022
Q4 		$138K Buy
7,518
+4,360
+138% +$81K ﹤0.01% 5210
2022
Q3 		$55K Buy
+3,158
New +$60.8K ﹤0.01% 5515
2022
Q2 		– Sell
-474
Closed -$10K – 6833
2022
Q1 		$10K Sell
474
-34
-7% -$738 ﹤0.01% 6211
2021
Q4 		$12K Buy
+508
New +$11.5K ﹤0.01% 6308

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

JP Morgan Chase reduced its Schwab 1000 Index ETF (SCHK) stake by 64% in Q2 2026, selling an estimated $1.14M and leaving 18,272 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #4938.

JP Morgan Chase first reported a position in SCHK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q1 2026. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • JP Morgan Chase held 18,272 shares of Schwab 1000 Index ETF worth $654K as of Q2 2026.
  • JP Morgan Chase sold 32,682 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.14M.
  • Schwab 1000 Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4938 holding.
  • JP Morgan Chase first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 18 quarters since.
  • JP Morgan Chase's Schwab 1000 Index ETF position peaked at $1.55M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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