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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 30% in Q1 2026, selling an estimated $5.81M and leaving 419,782 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

JP Morgan Chase first reported a position in SCHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.1M in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • JP Morgan Chase held 419,782 shares of Schwab Long-Term US Treasury ETF worth $13.2M as of Q1 2026.
  • JP Morgan Chase sold 182,145 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $5.81M.
  • Schwab Long-Term US Treasury ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2434 holding.
  • JP Morgan Chase first reported a position in Schwab Long-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • JP Morgan Chase's Schwab Long-Term US Treasury ETF position peaked at $19.1M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

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