JP Morgan Chase’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.4M | Buy |
1,553,428
+368,181
| +31% | +$11.5M | ﹤0.01% | 1440 |
|
|
2025
Q4 | $35.1M | Buy |
1,185,247
+71,834
| +6% | +$2.1M | ﹤0.01% | 1603 |
|
|
2025
Q3 | $32.4M | Buy |
1,113,413
+13,884
| +1% | +$394K | ﹤0.01% | 1711 |
|
|
2025
Q2 | $30.4M | Buy |
1,099,529
+315,242
| +40% | +$8.29M | ﹤0.01% | 1652 |
|
|
2025
Q1 | $20.8M | Buy |
784,287
+59,190
| +8% | +$1.59M | ﹤0.01% | 1900 |
|
|
2024
Q4 | $18.9M | Buy |
725,097
+100,716
| +16% | +$2.72M | ﹤0.01% | 2096 |
|
|
2024
Q3 | $16.7M | Buy |
624,381
+7,797
| +1% | +$200K | ﹤0.01% | 2149 |
|
|
2024
Q2 | $15.2M | Sell |
616,584
-36,084
| -6% | -$892K | ﹤0.01% | 2089 |
|
|
2024
Q1 | $16.5M | Sell |
652,668
-69,015
| -10% | -$1.65M | ﹤0.01% | 2040 |
|
|
2023
Q4 | $16.9M | Sell |
721,683
-216,864
| -23% | -$4.74M | ﹤0.01% | 1988 |
|
|
2023
Q3 | $20.2M | Sell |
938,547
-65,685
| -7% | -$1.48M | ﹤0.01% | 1672 |
|
|
2023
Q2 | $22.5M | Buy |
1,004,232
+192,735
| +24% | +$4.21M | ﹤0.01% | 1621 |
|
|
2023
Q1 | $17.7M | Sell |
811,497
-153,834
| -16% | -$3.42M | ﹤0.01% | 1770 |
|
|
2022
Q4 | $21.2M | Buy |
965,331
+927,279
| +2,437% | +$20.1M | ﹤0.01% | 1625 |
|
|
2022
Q3 | $742K | Sell |
38,052
-4,275
| -10% | -$92K | ﹤0.01% | 4225 |
|
|
2022
Q2 | $880K | Buy |
42,327
+34,878
| +468% | +$783K | ﹤0.01% | 4191 |
|
|
2022
Q1 | $178K | Buy |
7,449
+2,718
| +57% | +$64.3K | ﹤0.01% | 5248 |
|
|
2021
Q4 | $115K | Buy |
4,731
+777
| +20% | +$18.4K | ﹤0.01% | 5614 |
|
|
2021
Q3 | $89K | Buy |
3,954
+513
| +15% | +$11.9K | ﹤0.01% | 5631 |
|
|
2021
Q2 | $78K | Sell |
3,441
-132
| -4% | -$3K | ﹤0.01% | 5623 |
|
|
2021
Q1 | $78K | Buy |
3,573
+1,806
| +102% | +$37.6K | ﹤0.01% | 5440 |
|
|
2020
Q4 | $35K | Buy |
1,767
+1,200
| +212% | +$22.4K | ﹤0.01% | 5223 |
|
|
2020
Q3 | $10K | Sell |
567
-10,431
| -95% | -$182K | ﹤0.01% | 5260 |
|
|
2020
Q2 | $184K | Sell |
10,998
-192
| -2% | -$3.13K | ﹤0.01% | 4303 |
|
|
2020
Q1 | $165K | Buy |
11,190
+8,436
| +306% | +$155K | ﹤0.01% | 4345 |
|
|
2019
Q4 | $55K | Buy |
2,754
+2,307
| +516% | +$44.7K | ﹤0.01% | 5097 |
|
|
2019
Q3 | $8K | Sell |
447
-504
| -53% | -$9.43K | ﹤0.01% | 5529 |
|
|
2019
Q2 | $18K | Buy |
951
+879
| +1,221% | +$16.2K | ﹤0.01% | 5464 |
|
|
2019
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 5695 |
|
|
2018
Q4 | $1K | Hold |
72
| – | – | ﹤0.01% | 5630 |
|
|
2018
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 5639 |
|
|
2018
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 5493 |
|
|
2018
Q1 | $1K | Buy |
72
+15
| +26% | +$275 | ﹤0.01% | 5321 |
|
|
2017
Q4 | $1K | Sell |
57
-33
| -37% | -$587 | ﹤0.01% | 5391 |
|
|
2017
Q3 | $2K | Buy |
+90
| New | +$1.52K | ﹤0.01% | 4882 |
|
Other funds holding SCHV
MG
APP
VIA
MGIA
JP Morgan Chase's SCHV Position: Q1 2026 in Review
JP Morgan Chase increased its Schwab US Large-Cap Value ETF (SCHV) stake by 31% in Q1 2026, buying an estimated $11.5M and bringing the position to 1,553,428 shares worth $46.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.
JP Morgan Chase first reported a position in SCHV in Q3 2017 and has held it in 35 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.
- JP Morgan Chase held 1,553,428 shares of Schwab US Large-Cap Value ETF worth $46.4M as of Q1 2026.
- JP Morgan Chase bought 368,181 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $11.5M.
- Schwab US Large-Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1440 holding.
- JP Morgan Chase first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 35 quarters since.
- 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.