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 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 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

Schiavi & Co's JPM Position: Q1 2026 in Review

Schiavi & Co increased its JPMorgan Chase (JPM) stake by 0.87% in Q1 2026, buying an estimated $4.86K and bringing the position to 1,845 shares worth $543K. 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 13 quarters since. The position peaked at $589K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Schiavi & Co held 1,845 shares of JPMorgan Chase worth $543K as of Q1 2026.
Schiavi & Co bought 16 JPMorgan Chase shares in Q1 2026, an estimated $4.86K.
JPMorgan Chase made up 0.16% of Schiavi & Co's portfolio in Q1 2026, its #24 holding.
Schiavi & Co first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Schiavi & Co's JPMorgan Chase position peaked at $589K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Schiavi & Co's 13F filing for Q1 2026, filed 12 May 2026.