JP Morgan Chase
SCHO icon

JP Morgan Chase’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

JP Morgan Chase’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$536M Sell
22,192,489
-2,276,845
-9% -$55M 0.03% 425
2026
Q1 		$593M Buy
24,469,334
+3,361,687
+16% +$81.8M 0.04% 379
2025
Q4 		$514M Buy
21,107,647
+1,357,429
+7% +$33.1M 0.03% 393
2025
Q3 		$482M Sell
19,750,218
-500,886
-2% -$12.2M 0.03% 430
2025
Q2 		$494M Sell
20,251,104
-1,210,798
-6% -$29.4M 0.03% 425
2025
Q1 		$522M Buy
21,461,902
+699,740
+3% +$16.9M 0.04% 380
2024
Q4 		$500M Buy
20,762,162
+3,335,104
+19% +$80.8M 0.04% 385
2024
Q3 		$427M Sell
17,427,058
-739,988
-4% -$18M 0.03% 432
2024
Q2 		$437M Sell
18,167,046
-345,368
-2% -$8.28M 0.04% 407
2024
Q1 		$446M Sell
18,512,414
-53,735,730
-74% -$1.3B 0.04% 417
2023
Q4 		$1.75B Sell
72,248,144
-8,592,290
-11% -$206M 0.17% 132
2023
Q3 		$1.94B Sell
80,840,434
-493,764
-0.6% -$11.8M 0.21% 113
2023
Q2 		$1.95B Buy
81,334,198
+47,475,562
+140% +$1.15B 0.21% 108
2023
Q1 		$826M Buy
33,858,636
+12,008,474
+55% +$291M 0.1% 211
2022
Q4 		$527M Sell
21,850,162
-13,846,298
-39% -$334M 0.07% 281
2022
Q3 		$861M Buy
35,696,460
+79,454
+0.2% +$1.94M 0.12% 173
2022
Q2 		$876M Sell
35,617,006
-1,501,908
-4% -$37M 0.12% 181
2022
Q1 		$919M Sell
37,118,914
-33,942,428
-48% -$852M 0.11% 191
2021
Q4 		$1.81B Buy
71,061,342
+2,204,404
+3% +$56.2M 0.21% 111
2021
Q3 		$1.76B Buy
68,856,938
+929,928
+1% +$23.8M 0.22% 104
2021
Q2 		$1.74B Buy
67,927,010
+61,397,914
+940% +$1.57B 0.21% 110
2021
Q1 		$168M Buy
6,529,096
+439,684
+7% +$11.3M 0.02% 634
2020
Q4 		$156M Buy
6,089,412
+5,522,600
+974% +$142M 0.02% 615
2020
Q3 		$14.6M Buy
566,812
+565,586
+46,133% +$14.6M ﹤0.01% 1728
2020
Q2 		$32K Sell
1,226
-594
-33% -$15.3K ﹤0.01% 4953
2020
Q1 		$47K Buy
1,820
+662
+57% +$16.9K ﹤0.01% 4746
2019
Q4 		$29K Buy
+1,158
New +$29.3K ﹤0.01% 5260
2019
Q3 		– Sell
-184
Closed -$5K – 5925
2019
Q2 		$5K Sell
184
-2,912
-94% -$73.2K ﹤0.01% 5633
2019
Q1 		$78K Sell
3,096
-6,766
-69% -$169K ﹤0.01% 4966
2018
Q4 		$246K Buy
+9,862
New +$245K ﹤0.01% 4491

Other funds holding SCHO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 9.3% in Q2 2026, selling an estimated $55M and leaving 22,192,489 shares worth $536M. The position accounts for 0.03% of the portfolio, ranked #425.

JP Morgan Chase first reported a position in SCHO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.95B in Q2 2023. 601 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • JP Morgan Chase held 22,192,489 shares of Schwab Short-Term US Treasury ETF worth $536M as of Q2 2026.
  • JP Morgan Chase sold 2,276,845 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $55M.
  • Schwab Short-Term US Treasury ETF made up 0.03% of JP Morgan Chase's portfolio in Q2 2026, its #425 holding.
  • JP Morgan Chase first reported a position in Schwab Short-Term US Treasury ETF in Q4 2018 and has held it in 30 quarters since.
  • JP Morgan Chase's Schwab Short-Term US Treasury ETF position peaked at $1.95B in Q2 2023.
  • 601 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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