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Schiavi & Co’s JPMorgan Chase JPM Stock Holding History

Schiavi & Co’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 		$603K Sell
1,841
-4
-0.2% -$1.24K 0.16% 24
2026
Q1 		$543K Buy
1,845
+16
+0.9% +$4.86K 0.16% 24
2025
Q4 		$589K Hold
1,829
– – 0.19% 22
2025
Q3 		$577K Sell
1,829
-4
-0.2% -$1.19K 0.19% 20
2025
Q2 		$531K Hold
1,833
– – 0.18% 17
2025
Q1 		$450K Hold
1,833
– – 0.16% 17
2024
Q4 		$439K Sell
1,833
-2
-0.1% -$466 0.17% 16
2024
Q3 		$387K Buy
1,835
+2
+0.1% +$421 0.14% 20
2024
Q2 		$371K Sell
1,833
-14
-0.8% -$2.74K 0.15% 20
2024
Q1 		$370K Hold
1,847
– – 0.15% 18
2023
Q4 		$314K Hold
1,847
– – 0.13% 21
2023
Q3 		$268K Hold
1,847
– – 0.11% 23
2023
Q2 		$269K Sell
1,847
-50
-3% -$6.88K 0.11% 19
2023
Q1 		$247K Buy
+1,897
New +$260K 0.11% 18

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

Schiavi & Co's JPM Position: Q2 2026 in Review

Schiavi & Co reduced its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, selling an estimated $1.24K and leaving 1,841 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #24.

Schiavi & Co first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Schiavi & Co held 1,841 shares of JPMorgan Chase worth $603K as of Q2 2026.
  • Schiavi & Co sold 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.16% of Schiavi & Co's portfolio in Q2 2026, its #24 holding.
  • Schiavi & Co first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.