JP Morgan Chase
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JP Morgan Chase’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

JP Morgan Chase’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335M Buy
14,422,540
+1,139,890
+9% +$26.4M 0.02% 577
2026
Q1 		$308M Buy
13,282,650
+694,430
+6% +$16.3M 0.02% 545
2025
Q4 		$294M Buy
12,588,220
+451,820
+4% +$10.6M 0.02% 535
2025
Q3 		$285M Sell
12,136,400
-288,817
-2% -$6.71M 0.02% 580
2025
Q2 		$289M Buy
12,425,217
+157,994
+1% +$3.63M 0.02% 571
2025
Q1 		$284M Buy
12,267,223
+546,711
+5% +$12.5M 0.02% 561
2024
Q4 		$266M Sell
11,720,512
-939,602
-7% -$21.7M 0.02% 572
2024
Q3 		$301M Buy
12,660,114
+1,378,796
+12% +$32.3M 0.02% 544
2024
Q2 		$257M Buy
11,281,318
+2,329,920
+26% +$52.8M 0.02% 564
2024
Q1 		$206M Buy
8,951,398
+1,140,116
+15% +$26.2M 0.02% 640
2023
Q4 		$182M Buy
7,811,282
+2,972,244
+61% +$66.5M 0.02% 647
2023
Q3 		$107M Buy
4,839,038
+4,726,976
+4,218% +$107M 0.01% 781
2023
Q2 		$2.59M Buy
112,062
+6,746
+6% +$157K ﹤0.01% 3346
2023
Q1 		$2.47M Buy
105,316
+86,984
+474% +$2.02M ﹤0.01% 3395
2022
Q4 		$419K Buy
18,332
+2,144
+13% +$48.8K ﹤0.01% 4628
2022
Q3 		$367K Buy
16,188
+184
+1% +$4.38K ﹤0.01% 4639
2022
Q2 		$383K Sell
16,004
-638
-4% -$15.4K ﹤0.01% 4724
2022
Q1 		$421K Buy
16,642
+502
+3% +$13K ﹤0.01% 4809
2021
Q4 		$435K Buy
16,140
+2,486
+18% +$67.2K ﹤0.01% 4927
2021
Q3 		$370K Buy
13,654
+1,920
+16% +$52.6K ﹤0.01% 4899
2021
Q2 		$320K Buy
11,734
+4,222
+56% +$115K ﹤0.01% 4972
2021
Q1 		$203K Sell
7,512
-2,524
-25% -$69.3K ﹤0.01% 5143
2020
Q4 		$281K Sell
10,036
-6,022
-38% -$168K ﹤0.01% 4684
2020
Q3 		$451K Buy
16,058
+1,518
+10% +$42.8K ﹤0.01% 4034
2020
Q2 		$409K Buy
14,540
+1,358
+10% +$37.8K ﹤0.01% 3934
2020
Q1 		$358K Buy
13,182
+5,344
+68% +$144K ﹤0.01% 3998
2019
Q4 		$209K Buy
7,838
+32
+0.4% +$858 ﹤0.01% 4655
2019
Q3 		$210K Sell
7,806
-3,390
-30% -$90.7K ﹤0.01% 4612
2019
Q2 		$297K Buy
11,196
+4,816
+75% +$125K ﹤0.01% 4490
2019
Q1 		$165K Sell
6,380
-5,318
-45% -$136K ﹤0.01% 4709
2018
Q4 		$296K Sell
11,698
-14,152
-55% -$353K ﹤0.01% 4403
2018
Q3 		$650K Buy
25,850
+15,062
+140% +$380K ﹤0.01% 4155
2018
Q2 		$273K Buy
10,788
+5,546
+106% +$140K ﹤0.01% 4436
2018
Q1 		$134K Buy
5,242
+3,286
+168% +$84K ﹤0.01% 4506
2017
Q4 		$51K Buy
+1,956
New +$51K ﹤0.01% 4891
2017
Q2 		– Sell
-226
Closed -$6K – 5186
2017
Q1 		$6K Buy
+226
New +$5.83K ﹤0.01% 4877

Other funds holding SCHZ

RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase's SCHZ Position: Q2 2026 in Review

JP Morgan Chase increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.6% in Q2 2026, buying an estimated $26.4M and bringing the position to 14,422,540 shares worth $335M. The position accounts for 0.02% of the portfolio, ranked #577.

JP Morgan Chase first reported a position in SCHZ in Q1 2017 and has held it in 36 quarters since. 669 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • JP Morgan Chase held 14,422,540 shares of Schwab US Aggregate Bond ETF worth $335M as of Q2 2026.
  • JP Morgan Chase bought 1,139,890 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $26.4M.
  • Schwab US Aggregate Bond ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #577 holding.
  • JP Morgan Chase first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and has held it in 36 quarters since.
  • 669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.