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Schaeffer Financial’s JPMorgan Chase JPM Stock Holding History

Schaeffer Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$264K Hold
798
– – 0.2% 24
2026
Q2 		$261K Hold
798
– – 0.2% 21
2026
Q1 		$235K Hold
798
– – 0.2% 23
2025
Q4 		$257K Hold
798
– – 0.22% 17
2025
Q3 		$252K Hold
798
– – 0.23% 15
2025
Q2 		$231K Buy
+798
New +$204K 0.23% 15

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Schaeffer Financial's JPM Position: Q3 2026 in Review

Schaeffer Financial held its JPMorgan Chase (JPM) position steady in Q3 2026 at 798 shares worth $264K. The position accounts for 0.2% of the portfolio, ranked #24.

Schaeffer Financial first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Schaeffer Financial held 798 shares of JPMorgan Chase worth $264K as of Q3 2026.
  • Schaeffer Financial left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.2% of Schaeffer Financial's portfolio in Q3 2026, its #24 holding.
  • Schaeffer Financial first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.