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Schaper Benz & Wise Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Schaper Benz & Wise Investment Counsel’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
Q2 		$701K Sell
2,143
-32
-1% -$9.94K 0.05% 120
2026
Q1 		$640K Buy
2,175
+218
+11% +$66.2K 0.05% 118
2025
Q4 		$630K Hold
1,957
– – 0.05% 117
2025
Q3 		$617K Hold
1,957
– – 0.05% 115
2025
Q2 		$567K Sell
1,957
-246
-11% -$62.8K 0.04% 112
2025
Q1 		$540K Sell
2,203
-262
-11% -$66.8K 0.04% 114
2024
Q4 		$591K Sell
2,465
-15
-0.6% -$3.49K 0.05% 110
2024
Q3 		$523K Hold
2,480
– – 0.04% 115
2024
Q2 		$502K Buy
2,480
+252
+11% +$49.3K 0.04% 108
2024
Q1 		$446K Buy
2,228
+300
+16% +$54.1K 0.04% 114
2023
Q4 		$328K Sell
1,928
-75
-4% -$11.4K 0.03% 114
2023
Q3 		$290K Hold
2,003
– – 0.03% 120
2023
Q2 		$291K Hold
2,003
– – 0.03% 120
2023
Q1 		$261K Sell
2,003
-195
-9% -$26.7K 0.03% 128
2022
Q4 		$295K Sell
2,198
-235
-10% -$29.8K 0.03% 118
2022
Q3 		$254K Sell
2,433
-170
-7% -$19.5K 0.03% 125
2022
Q2 		$293K Buy
2,603
+934
+56% +$116K 0.03% 125
2022
Q1 		$227K Hold
1,669
– – 0.02% 141
2021
Q4 		$264K Hold
1,669
– – 0.02% 137
2021
Q3 		$273K Buy
1,669
+8
+0.5% +$1.25K 0.02% 116
2021
Q2 		$258K Sell
1,661
-40
-2% -$6.28K 0.02% 116
2021
Q1 		$259K Sell
1,701
-108
-6% -$15.5K 0.03% 112
2020
Q4 		$230K Buy
+1,809
New +$202K 0.02% 117
2020
Q1 		– Sell
-1,459
Closed -$203K – 109
2019
Q4 		$203K Buy
+1,459
New +$187K 0.02% 110
2018
Q4 		– Sell
-2,258
Closed -$255K – 107
2018
Q3 		$255K Hold
2,258
– – 0.03% 100
2018
Q2 		$235K Hold
2,258
– – 0.03% 100
2018
Q1 		$248K Buy
+2,258
New +$256K 0.04% 98

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's JPM Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $9.94K and leaving 2,143 shares worth $701K. The position accounts for 0.05% of the portfolio, ranked #120.

Schaper Benz & Wise Investment Counsel first reported a position in JPM in Q1 2018 and has held it in 27 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 2,143 shares of JPMorgan Chase worth $701K as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
  • JPMorgan Chase made up 0.05% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #120 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in JPMorgan Chase in Q1 2018 and has held it in 27 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.