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 | $73.4M | Sell |
788,300
-35,100
| -4% | -$3.44M | ﹤0.01% | 1143 |
|
|
2025
Q4 | $82.3M | Buy |
823,400
+325,000
| +65% | +$30.8M | 0.01% | 1035 |
|
|
2025
Q3 | $47.6M | Buy |
498,400
+190,700
| +62% | +$18.1M | ﹤0.01% | 1447 |
|
|
2025
Q2 | $28.1M | Sell |
307,700
-51,500
| -14% | -$4.31M | ﹤0.01% | 1704 |
|
|
2025
Q1 | $28.1M | Sell |
359,200
-219,800
| -38% | -$17.3M | ﹤0.01% | 1656 |
|
|
2024
Q4 | $42.9M | Buy |
579,000
+245,000
| +73% | +$18.3M | ﹤0.01% | 1432 |
|
|
2024
Q3 | $21.6M | Sell |
334,000
-245,000
| -42% | -$16.1M | ﹤0.01% | 1924 |
|
|
2024
Q2 | $42.7M | Buy |
579,000
+147,900
| +34% | +$10.9M | ﹤0.01% | 1337 |
|
|
2024
Q1 | $31.2M | Buy |
431,100
+115,200
| +36% | +$7.59M | ﹤0.01% | 1576 |
|
|
2023
Q4 | $21.7M | Sell |
315,900
-78,000
| -20% | -$4.5M | ﹤0.01% | 1794 |
|
|
2023
Q3 | $21.6M | Buy |
393,900
+341,000
| +645% | +$20.6M | ﹤0.01% | 1620 |
|
|
2023
Q2 | $3M | Sell |
52,900
-675,800
| -93% | -$35.4M | ﹤0.01% | 3250 |
|
|
2023
Q1 | $38.2M | Buy |
728,700
+615,300
| +543% | +$45.1M | ﹤0.01% | 1227 |
|
|
2022
Q4 | $9.44M | Sell |
113,400
-356,300
| -76% | -$27.7M | ﹤0.01% | 2314 |
|
|
2022
Q3 | $33.8M | Buy |
469,700
+113,600
| +32% | +$7.89M | ﹤0.01% | 1252 |
|
|
2022
Q2 | $22.5M | Sell |
356,100
-67,600
| -16% | -$4.66M | ﹤0.01% | 1526 |
|
|
2022
Q1 | $35.7M | Buy |
423,700
+336,700
| +387% | +$29.6M | ﹤0.01% | 1359 |
|
|
2021
Q4 | $7.32M | Hold |
87,000
| – | – | ﹤0.01% | 2723 |
|
|
2021
Q3 | $6.34M | Buy |
87,000
+31,500
| +57% | +$2.25M | ﹤0.01% | 2833 |
|
|
2021
Q2 | $4.04M | Hold |
55,500
| – | – | ﹤0.01% | 3244 |
|
|
2021
Q1 | $3.62M | Buy |
+55,500
| New | +$3.37M | ﹤0.01% | 3243 |
|
|
2020
Q1 | – | Sell |
-455,100
| Closed | -$21.6M | – | 5671 |
|
|
2019
Q4 | $21.6M | Sell |
455,100
-81,500
| -15% | -$3.59M | ﹤0.01% | 1529 |
|
|
2019
Q3 | $22.4M | Buy |
536,600
+200,000
| +59% | +$8.07M | ﹤0.01% | 1503 |
|
|
2019
Q2 | $13.5M | Buy |
336,600
+103,400
| +44% | +$4.51M | ﹤0.01% | 1867 |
|
|
2019
Q1 | $9.97M | Buy |
233,200
+55,600
| +31% | +$2.51M | ﹤0.01% | 2056 |
|
|
2018
Q4 | $7.38M | Buy |
177,600
+16,300
| +10% | +$737K | ﹤0.01% | 2255 |
|
|
2018
Q3 | $7.93M | Buy |
161,300
+35,000
| +28% | +$1.79M | ﹤0.01% | 2392 |
|
|
2018
Q2 | $6.45M | Buy |
126,300
+15,000
| +13% | +$831K | ﹤0.01% | 2485 |
|
|
2018
Q1 | $5.81M | Sell |
111,300
-9,100
| -8% | -$488K | ﹤0.01% | 2451 |
|
|
2017
Q4 | $6.18M | Buy |
120,400
+39,100
| +48% | +$1.84M | ﹤0.01% | 2508 |
|
|
2017
Q3 | $3.55M | Buy |
+81,300
| New | +$3.38M | ﹤0.01% | 2809 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$41K | – | 5184 |
|
|
2017
Q1 | $41K | Buy |
+1,000
| New | +$41.3K | ﹤0.01% | 4579 |
|
|
2015
Q1 | – | Sell |
-7,600
| Closed | -$229K | – | 4244 |
|
|
2014
Q4 | $229K | Sell |
7,600
-1,200
| -14% | -$34.1K | ﹤0.01% | 3987 |
|
|
2014
Q3 | $259K | Buy |
+8,800
| New | +$249K | ﹤0.01% | 3917 |
|
|
2014
Q1 | – | Sell |
-150,000
| Closed | -$3.9M | – | 3891 |
|
|
2013
Q4 | $3.9M | Hold |
150,000
| – | – | ﹤0.01% | 2332 |
|
|
2013
Q3 | $3.17M | Hold |
150,000
| – | – | ﹤0.01% | 2493 |
|
|
2013
Q2 | $3.19M | Buy |
+150,000
| New | +$2.77M | ﹤0.01% | 2454 |
|
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.