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Schneider Downs Wealth Management Advisors’s JPMorgan Chase JPM Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$2.91M Buy
8,889
+13
+0.1% +$4.04K 0.27% 42
2026
Q1 		$2.61M Sell
8,876
-115
-1% -$34.9K 0.29% 41
2025
Q4 		$2.9M Buy
8,991
+1,995
+29% +$618K 0.33% 36
2025
Q3 		$2.21M Buy
6,996
+523
+8% +$156K 0.26% 45
2025
Q2 		$1.88M Sell
6,473
-191
-3% -$48.7K 0.28% 49
2025
Q1 		$1.63M Sell
6,664
-202
-3% -$51.5K 0.3% 43
2024
Q4 		$1.65M Hold
6,866
– – 0.31% 44
2024
Q3 		$1.45M Buy
6,866
+610
+10% +$128K 0.3% 44
2024
Q2 		$1.27M Sell
6,256
-530
-8% -$104K 0.28% 44
2024
Q1 		$1.36M Buy
6,786
+4,781
+238% +$863K 0.31% 42
2023
Q4 		$341K Buy
+2,005
New +$304K 0.09% 84
2022
Q4 		– Sell
-6,266
Closed -$655K – 135
2022
Q3 		$655K Sell
6,266
-1,245
-17% -$143K 0.19% 47
2022
Q2 		$846K Buy
7,511
+1,436
+24% +$178K 0.24% 41
2022
Q1 		$828K Sell
6,075
-50
-0.8% -$7.38K 0.21% 50
2021
Q4 		$970K Sell
6,125
-101
-2% -$16.6K 0.23% 47
2021
Q3 		$1.02M Buy
6,226
+1,573
+34% +$247K 0.26% 42
2021
Q2 		$724K Sell
4,653
-7
-0.2% -$1.1K 0.19% 53
2021
Q1 		$709K Buy
4,660
+2,683
+136% +$386K 0.17% 52
2020
Q4 		$251K Sell
1,977
-1,911
-49% -$214K 0.07% 79
2020
Q3 		$374K Buy
3,888
+20
+0.5% +$1.96K 0.13% 56
2020
Q2 		$364K Buy
3,868
+150
+4% +$14.2K 0.12% 54
2020
Q1 		$335K Buy
+3,718
New +$452K 0.12% 57

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's JPM Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $4.04K and bringing the position to 8,889 shares worth $2.91M. The position accounts for 0.27% of the portfolio, ranked #42.

Schneider Downs Wealth Management Advisors first reported a position in JPM in Q1 2020 and has held it in 22 quarters since. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 8,889 shares of JPMorgan Chase worth $2.91M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 0.27% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #42 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 22 quarters since.
  • 3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.