JP Morgan Chase’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.45B | Sell |
49,165,186
-24,682,956
| -33% | -$2.25B | 0.25% | 81 |
|
|
2026
Q1 | $6.87B | Buy |
73,848,142
+6,657,227
| +10% | +$653M | 0.44% | 35 |
|
|
2025
Q4 | $6.71B | Buy |
67,190,915
+6,603,261
| +11% | +$626M | 0.42% | 37 |
|
|
2025
Q3 | $5.78B | Sell |
60,587,654
-10,016,576
| -14% | -$951M | 0.35% | 51 |
|
|
2025
Q2 | $6.44B | Buy |
70,604,230
+16,444,010
| +30% | +$1.38B | 0.42% | 38 |
|
|
2025
Q1 | $4.24B | Buy |
54,160,220
+5,095,761
| +10% | +$400M | 0.31% | 72 |
|
|
2024
Q4 | $3.63B | Buy |
49,064,459
+757,395
| +2% | +$56.7M | 0.27% | 77 |
|
|
2024
Q3 | $3.13B | Buy |
48,307,064
+4,314,869
| +10% | +$283M | 0.24% | 96 |
|
|
2024
Q2 | $3.24B | Buy |
43,992,195
+3,157,363
| +8% | +$233M | 0.27% | 78 |
|
|
2024
Q1 | $2.95B | Sell |
40,834,832
-2,847,850
| -7% | -$188M | 0.25% | 90 |
|
|
2023
Q4 | $3.01B | Buy |
43,682,682
+8,798,121
| +25% | +$508M | 0.29% | 80 |
|
|
2023
Q3 | $1.92B | Buy |
34,884,561
+7,775,098
| +29% | +$470M | 0.21% | 115 |
|
|
2023
Q2 | $1.54B | Sell |
27,109,463
-2,831,813
| -9% | -$148M | 0.17% | 133 |
|
|
2023
Q1 | $1.57B | Sell |
29,941,276
-3,788,487
| -11% | -$277M | 0.19% | 125 |
|
|
2022
Q4 | $2.81B | Buy |
33,729,763
+2,244,721
| +7% | +$174M | 0.37% | 61 |
|
|
2022
Q3 | $2.26B | Buy |
31,485,042
+1,446,768
| +5% | +$100M | 0.32% | 74 |
|
|
2022
Q2 | $1.9B | Sell |
30,038,274
-5,534,240
| -16% | -$382M | 0.26% | 90 |
|
|
2022
Q1 | $3B | Sell |
35,572,514
-742,912
| -2% | -$65.4M | 0.36% | 56 |
|
|
2021
Q4 | $3.05B | Sell |
36,315,426
-1,269,603
| -3% | -$103M | 0.35% | 57 |
|
|
2021
Q3 | $2.74B | Sell |
37,585,029
-7,419,599
| -16% | -$530M | 0.34% | 61 |
|
|
2021
Q2 | $3.28B | Buy |
45,004,628
+3,606,250
| +9% | +$255M | 0.39% | 46 |
|
|
2021
Q1 | $2.7B | Buy |
41,398,378
+3,967,087
| +11% | +$241M | 0.36% | 58 |
|
|
2020
Q4 | $1.99B | Buy |
37,431,291
+10,602,958
| +40% | +$480M | 0.29% | 71 |
|
|
2020
Q3 | $960M | Sell |
26,828,333
-1,007,658
| -4% | -$35.1M | 0.16% | 135 |
|
|
2020
Q2 | $939M | Sell |
27,835,991
-2,509,197
| -8% | -$89.9M | 0.18% | 130 |
|
|
2020
Q1 | $1.02B | Buy |
30,345,188
+5,829,271
| +24% | +$245M | 0.24% | 90 |
|
|
2019
Q4 | $1.17B | Buy |
24,515,917
+5,182,589
| +27% | +$228M | 0.22% | 101 |
|
|
2019
Q3 | $809M | Buy |
19,333,328
+820,155
| +4% | +$33.1M | 0.16% | 145 |
|
|
2019
Q2 | $744M | Sell |
18,513,173
-425,750
| -2% | -$18.6M | 0.15% | 151 |
|
|
2019
Q1 | $810M | Sell |
18,938,923
-671,314
| -3% | -$30.3M | 0.17% | 134 |
|
|
2018
Q4 | $814M | Sell |
19,610,237
-6,398,094
| -25% | -$289M | 0.19% | 118 |
|
|
2018
Q3 | $1.28B | Sell |
26,008,331
-2,327,427
| -8% | -$119M | 0.24% | 86 |
|
|
2018
Q2 | $1.45B | Sell |
28,335,758
-7,718,785
| -21% | -$428M | 0.3% | 65 |
|
|
2018
Q1 | $1.88B | Sell |
36,054,543
-3,033,598
| -8% | -$163M | 0.4% | 38 |
|
|
2017
Q4 | $2.01B | Sell |
39,088,141
-1,988,118
| -5% | -$93.4M | 0.42% | 33 |
|
|
2017
Q3 | $1.79B | Buy |
41,076,259
+1,500,060
| +4% | +$62.3M | 0.4% | 41 |
|
|
2017
Q2 | $1.7B | Buy |
39,576,199
+490,451
| +1% | +$19.6M | 0.39% | 44 |
|
|
2017
Q1 | $1.6B | Sell |
39,085,748
-3,506,003
| -8% | -$145M | 0.36% | 50 |
|
|
2016
Q4 | $1.68B | Buy |
42,591,751
+8,368,267
| +24% | +$299M | 0.4% | 37 |
|
|
2016
Q3 | $1.08B | Sell |
34,223,484
-2,514,063
| -7% | -$73.7M | 0.27% | 81 |
|
|
2016
Q2 | $930M | Buy |
36,737,547
+4,673,969
| +15% | +$133M | 0.23% | 100 |
|
|
2016
Q1 | $898M | Sell |
32,063,578
-569,419
| -2% | -$15M | 0.23% | 96 |
|
|
2015
Q4 | $1.07B | Buy |
32,632,997
+11,677,340
| +56% | +$370M | 0.27% | 72 |
|
|
2015
Q3 | $598M | Buy |
20,955,657
+2,603,674
| +14% | +$83.6M | 0.16% | 154 |
|
|
2015
Q2 | $599M | Sell |
18,351,983
-4,460,451
| -20% | -$141M | 0.14% | 169 |
|
|
2015
Q1 | $694M | Buy |
22,812,434
+735,697
| +3% | +$21.3M | 0.16% | 148 |
|
|
2014
Q4 | $666M | Buy |
22,076,737
+8,305,406
| +60% | +$236M | 0.15% | 153 |
|
|
2014
Q3 | $405M | Sell |
13,771,331
-414,722
| -3% | -$11.7M | 0.1% | 237 |
|
|
2014
Q2 | $382M | Buy |
14,186,053
+9,386,684
| +196% | +$246M | 0.1% | 237 |
|
|
2014
Q1 | $131M | Buy |
4,799,369
+3,512,160
| +273% | +$91.8M | 0.04% | 474 |
|
|
2013
Q4 | $33.5M | Sell |
1,287,209
-5,671,603
| -82% | -$135M | 0.01% | 1022 |
|
|
2013
Q3 | $147M | Sell |
6,958,812
-9,014,273
| -56% | -$196M | 0.04% | 425 |
|
|
2013
Q2 | $339M | Buy |
+15,973,085
| New | +$295M | 0.11% | 224 |
|
Other funds holding SCHW
JP Morgan Chase's SCHW Position: Q2 2026 in Review
JP Morgan Chase reduced its Charles Schwab (SCHW) stake by 33% in Q2 2026, selling an estimated $2.25B and leaving 49,165,186 shares worth $4.45B. The position accounts for 0.25% of the portfolio, ranked #81.
JP Morgan Chase first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.87B in Q1 2026. 1,862 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- JP Morgan Chase held 49,165,186 shares of Charles Schwab worth $4.45B as of Q2 2026.
- JP Morgan Chase sold 24,682,956 Charles Schwab shares in Q2 2026, an estimated $2.25B.
- Charles Schwab made up 0.25% of JP Morgan Chase's portfolio in Q2 2026, its #81 holding.
- JP Morgan Chase first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's Charles Schwab position peaked at $6.87B in Q1 2026.
- 1,862 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.