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Schear Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Schear Investment Advisers’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 		$4.66M Buy
14,236
+582
+4% +$181K 1.56% 20
2026
Q1 		$4.02M Buy
13,654
+80
+0.6% +$24.3K 1.77% 18
2025
Q4 		$4.37M Buy
13,574
+143
+1% +$44.3K 1.88% 15
2025
Q3 		$4.24M Buy
13,431
+63
+0.5% +$18.7K 1.89% 13
2025
Q2 		$3.88M Sell
13,368
-17
-0.1% -$4.34K 1.92% 13
2025
Q1 		$3.28M Buy
13,385
+525
+4% +$134K 1.89% 14
2024
Q4 		$3.08M Buy
12,860
+716
+6% +$167K 1.64% 14
2024
Q3 		$2.56M Buy
12,144
+1,880
+18% +$396K 1.58% 17
2024
Q2 		$2.08M Buy
10,264
+851
+9% +$166K 1.5% 17
2024
Q1 		$1.89M Buy
9,413
+2,184
+30% +$394K 1.51% 19
2023
Q4 		$1.23M Buy
7,229
+43
+0.6% +$6.52K 1.19% 26
2023
Q3 		$1.04M Sell
7,186
-331
-4% -$49.6K 1.12% 30
2023
Q2 		$1.09M Buy
7,517
+2,572
+52% +$354K 1.16% 31
2023
Q1 		$644K Sell
4,945
-17
-0.3% -$2.33K 0.77% 49
2022
Q4 		$665K Buy
+4,962
New +$629K 0.82% 42

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schear Investment Advisers's JPM Position: Q2 2026 in Review

Schear Investment Advisers increased its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, buying an estimated $181K and bringing the position to 14,236 shares worth $4.66M. The position accounts for 1.56% of the portfolio, ranked #20.

Schear Investment Advisers first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Schear Investment Advisers held 14,236 shares of JPMorgan Chase worth $4.66M as of Q2 2026.
  • Schear Investment Advisers bought 582 JPMorgan Chase shares in Q2 2026, an estimated $181K.
  • JPMorgan Chase made up 1.56% of Schear Investment Advisers's portfolio in Q2 2026, its #20 holding.
  • Schear Investment Advisers first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.