JPMorgan Chase & Co’s Charles Schwab SCHW Stock Holding History

JPMorgan Chase & Co’s Portfolio SCHW Stock Details SCHW Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.44B	Buy	70,604,230 +16,444,010	+30%	+$1.5B	0.42%	37
2025 Q1	$4.24B	Buy	54,160,220 +5,095,761	+10%	+$399M	0.31%	70
2024 Q4	$3.63B	Buy	49,064,459 +757,395	+2%	+$56.1M	0.27%	74
2024 Q3	$3.13B	Buy	48,307,064 +4,314,869	+10%	+$280M	0.24%	92
2024 Q2	$3.24B	Buy	43,992,195 +3,157,363	+8%	+$233M	0.27%	75
2024 Q1	$2.95B	Sell	40,834,832 -2,847,850	-7%	-$206M	0.25%	86
2023 Q4	$3.01B	Buy	43,682,682 +8,798,121	+25%	+$605M	0.29%	74
2023 Q3	$1.92B	Buy	34,884,561 +7,775,098	+29%	+$427M	0.21%	108
2023 Q2	$1.54B	Sell	27,109,463 -2,831,813	-9%	-$161M	0.17%	126
2023 Q1	$1.57B	Sell	29,941,276 -3,788,487	-11%	-$198M	0.19%	117
2022 Q4	$2.81B	Buy	33,729,763 +2,244,721	+7%	+$187M	0.37%	58
2022 Q3	$2.26B	Buy	31,485,042 +1,446,768	+5%	+$104M	0.32%	68
2022 Q2	$1.9B	Sell	30,038,274 -5,534,240	-16%	-$350M	0.26%	83
2022 Q1	$3B	Sell	35,572,514 -742,912	-2%	-$62.6M	0.36%	52
2021 Q4	$3.05B	Sell	36,315,426 -1,269,603	-3%	-$107M	0.35%	53
2021 Q3	$2.74B	Sell	37,585,029 -7,419,599	-16%	-$540M	0.34%	55
2021 Q2	$3.28B	Buy	45,004,628 +3,606,250	+9%	+$263M	0.39%	42
2021 Q1	$2.7B	Buy	41,398,378 +3,967,087	+11%	+$259M	0.36%	54
2020 Q4	$1.99B	Buy	37,431,291 +10,602,958	+40%	+$562M	0.29%	65
2020 Q3	$960M	Sell	26,828,333 -1,007,658	-4%	-$36.1M	0.16%	127
2020 Q2	$939M	Sell	27,835,991 -2,509,197	-8%	-$84.7M	0.18%	123
2020 Q1	$1.02B	Buy	30,345,188 +5,829,271	+24%	+$196M	0.24%	84
2019 Q4	$1.17B	Buy	24,515,917 +5,182,589	+27%	+$246M	0.22%	95
2019 Q3	$809M	Buy	19,333,328 +820,155	+4%	+$34.3M	0.16%	139
2019 Q2	$744M	Sell	18,513,173 -425,750	-2%	-$17.1M	0.15%	145
2019 Q1	$810M	Sell	18,938,923 -671,314	-3%	-$28.7M	0.17%	125
2018 Q4	$814M	Sell	19,610,237 -6,398,094	-25%	-$266M	0.19%	112
2018 Q3	$1.28B	Sell	26,008,331 -2,327,427	-8%	-$114M	0.24%	81
2018 Q2	$1.45B	Sell	28,335,758 -7,718,785	-21%	-$394M	0.3%	59
2018 Q1	$1.88B	Sell	36,054,543 -3,033,598	-8%	-$158M	0.4%	36
2017 Q4	$2.01B	Sell	39,088,141 -1,988,118	-5%	-$102M	0.42%	31
2017 Q3	$1.79B	Buy	41,076,259 +1,500,060	+4%	+$65.4M	0.4%	37
2017 Q2	$1.7B	Buy	39,576,199 +490,451	+1%	+$21.1M	0.39%	41
2017 Q1	$1.6B	Sell	39,085,748 -3,506,003	-8%	-$143M	0.36%	45
2016 Q4	$1.68B	Buy	42,591,751 +8,368,267	+24%	+$331M	0.4%	32
2016 Q3	$1.08B	Sell	34,223,484 -2,514,063	-7%	-$79.4M	0.27%	74
2016 Q2	$930M	Buy	36,737,547 +4,673,969	+15%	+$118M	0.23%	92
2016 Q1	$898M	Sell	32,063,578 -569,419	-2%	-$16M	0.23%	91
2015 Q4	$1.07B	Buy	32,632,997 +11,677,340	+56%	+$385M	0.27%	69
2015 Q3	$598M	Buy	20,955,657 +2,603,674	+14%	+$74.4M	0.16%	148
2015 Q2	$599M	Sell	18,351,983 -4,460,451	-20%	-$146M	0.14%	162
2015 Q1	$694M	Buy	22,812,434 +735,697	+3%	+$22.4M	0.16%	143
2014 Q4	$666M	Buy	22,076,737 +8,305,406	+60%	+$251M	0.15%	146
2014 Q3	$405M	Sell	13,771,331 -414,722	-3%	-$12.2M	0.1%	229
2014 Q2	$382M	Buy	14,186,053 +9,386,684	+196%	+$253M	0.1%	232
2014 Q1	$131M	Buy	4,799,369 +3,512,160	+273%	+$96M	0.04%	467
2013 Q4	$33.5M	Sell	1,287,209 -5,671,603	-82%	-$147M	0.01%	969
2013 Q3	$147M	Sell	6,958,812 -9,014,273	-56%	-$191M	0.04%	408
2013 Q2	$339M	Buy	+15,973,085	New	+$339M	0.11%	216