JP Morgan Chase
SCHQ

JP Morgan Chase’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

JP Morgan Chase’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Sell
108,731
-311,051
-74% -$9.69M ﹤0.01% 3770
2026
Q1 		$13.2M Sell
419,782
-182,145
-30% -$5.81M ﹤0.01% 2434
2025
Q4 		$19.1M Buy
601,927
+226,742
+60% +$7.33M ﹤0.01% 2104
2025
Q3 		$12.1M Buy
375,185
+912
+0.2% +$28.9K ﹤0.01% 2546
2025
Q2 		$11.9M Sell
374,273
-111,962
-23% -$3.53M ﹤0.01% 2400
2025
Q1 		$15.9M Buy
486,235
+352,860
+265% +$11.3M ﹤0.01% 2104
2024
Q4 		$4.19M Sell
133,375
-140,182
-51% -$4.62M ﹤0.01% 3508
2024
Q3 		$9.57M Buy
273,557
+55,285
+25% +$1.9M ﹤0.01% 2642
2024
Q2 		$7.16M Sell
218,272
-99,917
-31% -$3.25M ﹤0.01% 2764
2024
Q1 		$10.7M Sell
318,189
-21,042
-6% -$709K ﹤0.01% 2415
2023
Q4 		$11.9M Buy
339,231
+185,142
+120% +$5.96M ﹤0.01% 2293
2023
Q3 		$4.88M Buy
+154,089
New +$5.25M ﹤0.01% 2866

Other funds holding SCHQ

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 74% in Q2 2026, selling an estimated $9.69M and leaving 108,731 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3770.

JP Morgan Chase first reported a position in SCHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.1M in Q4 2025. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • JP Morgan Chase held 108,731 shares of Schwab Long-Term US Treasury ETF worth $3.44M as of Q2 2026.
  • JP Morgan Chase sold 311,051 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $9.69M.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3770 holding.
  • JP Morgan Chase first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Schwab Long-Term US Treasury ETF position peaked at $19.1M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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