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
Q1 | $59.4M | Buy |
638,300
+72,300
| +13% | +$7.09M | ﹤0.01% | 1275 |
|
|
2025
Q4 | $56.5M | Buy |
566,000
+220,000
| +64% | +$20.9M | ﹤0.01% | 1290 |
|
|
2025
Q3 | $33M | Buy |
346,000
+13,300
| +4% | +$1.26M | ﹤0.01% | 1694 |
|
|
2025
Q2 | $30.4M | Buy |
332,700
+74,000
| +29% | +$6.2M | ﹤0.01% | 1653 |
|
|
2025
Q1 | $20.3M | Buy |
258,700
+65,200
| +34% | +$5.12M | ﹤0.01% | 1921 |
|
|
2024
Q4 | $14.3M | Sell |
193,500
-115,500
| -37% | -$8.64M | ﹤0.01% | 2359 |
|
|
2024
Q3 | $20M | Buy |
309,000
+205,500
| +199% | +$13.5M | ﹤0.01% | 1994 |
|
|
2024
Q2 | $7.63M | Sell |
103,500
-57,700
| -36% | -$4.26M | ﹤0.01% | 2690 |
|
|
2024
Q1 | $11.7M | Buy |
161,200
+68,100
| +73% | +$4.48M | ﹤0.01% | 2348 |
|
|
2023
Q4 | $6.41M | Buy |
93,100
+69,500
| +294% | +$4.01M | ﹤0.01% | 2869 |
|
|
2023
Q3 | $1.3M | Buy |
23,600
+10,500
| +80% | +$635K | ﹤0.01% | 3888 |
|
|
2023
Q2 | $743K | Sell |
13,100
-1,291,000
| -99% | -$67.6M | ﹤0.01% | 4257 |
|
|
2023
Q1 | $68.3M | Buy |
1,304,100
+1,300,900
| +40,653% | +$95.3M | 0.01% | 955 |
|
|
2022
Q4 | $266K | Sell |
3,200
-839,200
| -100% | -$65.1M | ﹤0.01% | 4892 |
|
|
2022
Q3 | $60.5M | Buy |
842,400
+763,700
| +970% | +$53M | 0.01% | 957 |
|
|
2022
Q2 | $4.97M | Sell |
78,700
-5,800
| -7% | -$400K | ﹤0.01% | 2799 |
|
|
2022
Q1 | $7.12M | Sell |
84,500
-100,600
| -54% | -$8.85M | ﹤0.01% | 2697 |
|
|
2021
Q4 | $15.6M | Buy |
185,100
+151,300
| +448% | +$12.2M | ﹤0.01% | 2043 |
|
|
2021
Q3 | $2.46M | Sell |
33,800
-65,300
| -66% | -$4.66M | ﹤0.01% | 3618 |
|
|
2021
Q2 | $7.21M | Sell |
99,100
-115,900
| -54% | -$8.2M | ﹤0.01% | 2716 |
|
|
2021
Q1 | $14M | Buy |
+215,000
| New | +$13M | ﹤0.01% | 2054 |
|
|
2020
Q4 | – | Sell |
-72,300
| Closed | -$2.59M | – | 5892 |
|
|
2020
Q3 | $2.59M | Buy |
+72,300
| New | +$2.52M | ﹤0.01% | 3058 |
|
|
2020
Q1 | – | Sell |
-716,300
| Closed | -$34.1M | – | 5670 |
|
|
2019
Q4 | $34.1M | Buy |
716,300
+25,100
| +4% | +$1.11M | 0.01% | 1193 |
|
|
2019
Q3 | $28.9M | Buy |
691,200
+191,300
| +38% | +$7.72M | 0.01% | 1314 |
|
|
2019
Q2 | $20.1M | Buy |
499,900
+137,400
| +38% | +$5.99M | ﹤0.01% | 1561 |
|
|
2019
Q1 | $15.5M | Buy |
362,500
+139,300
| +62% | +$6.29M | ﹤0.01% | 1724 |
|
|
2018
Q4 | $9.27M | Sell |
223,200
-15,000
| -6% | -$679K | ﹤0.01% | 2078 |
|
|
2018
Q3 | $11.7M | Buy |
238,200
+29,400
| +14% | +$1.5M | ﹤0.01% | 2067 |
|
|
2018
Q2 | $10.7M | Buy |
208,800
+35,600
| +21% | +$1.97M | ﹤0.01% | 2090 |
|
|
2018
Q1 | $9.04M | Hold |
173,200
| – | – | ﹤0.01% | 2101 |
|
|
2017
Q4 | $8.9M | Buy |
173,200
+112,500
| +185% | +$5.29M | ﹤0.01% | 2216 |
|
|
2017
Q3 | $2.65M | Buy |
+60,700
| New | +$2.52M | ﹤0.01% | 2990 |
|
|
2016
Q4 | – | Sell |
-7,300
| Closed | -$230K | – | 5114 |
|
|
2016
Q3 | $230K | Buy |
7,300
+6,200
| +564% | +$182K | ﹤0.01% | 3642 |
|
|
2016
Q2 | $28K | Sell |
1,100
-16,400
| -94% | -$466K | ﹤0.01% | 4165 |
|
|
2016
Q1 | $490K | Buy |
+17,500
| New | +$462K | ﹤0.01% | 3348 |
|
|
2015
Q1 | – | Sell |
-4,800
| Closed | -$145K | – | 4243 |
|
|
2014
Q4 | $145K | Sell |
4,800
-30,400
| -86% | -$864K | ﹤0.01% | 4069 |
|
|
2014
Q3 | $1.03M | Buy |
+35,200
| New | +$996K | ﹤0.01% | 3315 |
|
Other funds holding SCHW
VCM
VPM
JP Morgan Chase's SCHW Position: Q1 2026 in Review
JP Morgan Chase increased its Charles Schwab (SCHW) stake by 9.9% in Q1 2026, buying an estimated $653M and bringing the position to 73,848,142 shares worth $6.87B. The position accounts for 0.44% of the portfolio, ranked #35.
JP Morgan Chase first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- JP Morgan Chase held 73,848,142 shares of Charles Schwab worth $6.87B as of Q1 2026.
- JP Morgan Chase bought 6,657,227 Charles Schwab shares in Q1 2026, an estimated $653M.
- Charles Schwab made up 0.44% of JP Morgan Chase's portfolio in Q1 2026, its #35 holding.
- JP Morgan Chase first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.