JP Morgan Chase
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JP Morgan Chase’s Schwab US Mid-Cap ETF SCHM Stock Holding History

JP Morgan Chase’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2M Sell
415,997
-72,748
-15% -$2.5M ﹤0.01% 2454
2026
Q1 		$14.6M Sell
488,745
-113,272
-19% -$3.61M ﹤0.01% 2348
2025
Q4 		$18.1M Buy
602,017
+39,250
+7% +$1.17M ﹤0.01% 2151
2025
Q3 		$16.7M Sell
562,767
-2,829
-0.5% -$82.4K ﹤0.01% 2252
2025
Q2 		$15.9M Buy
565,596
+12,904
+2% +$340K ﹤0.01% 2136
2025
Q1 		$14.5M Buy
552,692
+19,492
+4% +$543K ﹤0.01% 2205
2024
Q4 		$14.8M Sell
533,200
-26,372
-5% -$751K ﹤0.01% 2325
2024
Q3 		$15.5M Sell
559,572
-39,012
-7% -$1.04M ﹤0.01% 2216
2024
Q2 		$15.5M Sell
598,584
-7,797
-1% -$204K ﹤0.01% 2067
2024
Q1 		$16.5M Buy
606,381
+13,977
+2% +$357K ﹤0.01% 2044
2023
Q4 		$14.9M Buy
592,404
+523,119
+755% +$12M ﹤0.01% 2099
2023
Q3 		$1.56M Buy
69,285
+6,834
+11% +$162K ﹤0.01% 3741
2023
Q2 		$1.48M Buy
62,451
+41,478
+198% +$935K ﹤0.01% 3768
2023
Q1 		$474K Buy
20,973
+11,355
+118% +$262K ﹤0.01% 4536
2022
Q4 		$211K Buy
9,618
+8,730
+983% +$191K ﹤0.01% 5007
2022
Q3 		$18K Buy
+888
New +$19.8K ﹤0.01% 5835
2022
Q2 		– Sell
-789
Closed -$20K – 6834
2022
Q1 		$20K Buy
+789
New +$19.8K ﹤0.01% 6072
2021
Q4 		– Sell
-36,810
Closed -$941K – 6922
2021
Q3 		$941K Buy
+36,810
New +$962K ﹤0.01% 4357
2020
Q2 		– Sell
-1,209
Closed -$17K – 5661
2020
Q1 		$17K Hold
1,209
– – ﹤0.01% 4983
2019
Q4 		$24K Hold
1,209
– – ﹤0.01% 5293
2019
Q3 		$23K Hold
1,209
– – ﹤0.01% 5380
2019
Q2 		$23K Buy
+1,209
New +$22.6K ﹤0.01% 5412
2018
Q3 		– Sell
-15,000
Closed -$275K – 5799
2018
Q2 		$275K Buy
+15,000
New +$271K ﹤0.01% 4434
2018
Q1 		– Sell
-2,781
Closed -$49K – 5596
2017
Q4 		$49K Buy
+2,781
New +$48K ﹤0.01% 4907

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JP Morgan Chase reduced its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q2 2026, selling an estimated $2.5M and leaving 415,997 shares worth $15.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

JP Morgan Chase first reported a position in SCHM in Q4 2017 and has held it in 24 quarters since. The position peaked at $18.1M in Q4 2025. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • JP Morgan Chase held 415,997 shares of Schwab US Mid-Cap ETF worth $15.2M as of Q2 2026.
  • JP Morgan Chase sold 72,748 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.5M.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2454 holding.
  • JP Morgan Chase first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 24 quarters since.
  • JP Morgan Chase's Schwab US Mid-Cap ETF position peaked at $18.1M in Q4 2025.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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