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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schear Investment Advisers's JPM Position: Q1 2026 in Review

Schear Investment Advisers increased its JPMorgan Chase (JPM) stake by 0.59% in Q1 2026, buying an estimated $24.3K and bringing the position to 13,654 shares worth $4.02M. The position accounts for 1.77% of the portfolio, ranked #18.

Schear Investment Advisers first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.37M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Schear Investment Advisers held 13,654 shares of JPMorgan Chase worth $4.02M as of Q1 2026.
Schear Investment Advisers bought 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
JPMorgan Chase made up 1.77% of Schear Investment Advisers's portfolio in Q1 2026, its #18 holding.
Schear Investment Advisers first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's JPMorgan Chase position peaked at $4.37M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.