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Schnieders Capital Management’s JPMorgan Chase JPM Stock Holding History

Schnieders Capital Management’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 		$19.2M Buy
58,746
+1,345
+2% +$418K 2.52% 11
2026
Q1 		$16.9M Sell
57,401
-2,275
-4% -$690K 2.68% 11
2025
Q4 		$19.2M Sell
59,676
-462
-0.8% -$143K 3% 9
2025
Q3 		$19M Sell
60,138
-592
-1% -$176K 3.38% 8
2025
Q2 		$17.6M Buy
60,730
+565
+0.9% +$144K 3.09% 8
2025
Q1 		$14.8M Sell
60,165
-2,183
-4% -$557K 3.15% 6
2024
Q4 		$14.9M Sell
62,348
-4,332
-6% -$1.01M 2.96% 7
2024
Q3 		$14.1M Sell
66,680
-3,987
-6% -$840K 2.68% 7
2024
Q2 		$14.3M Sell
70,667
-5,883
-8% -$1.15M 2.89% 7
2024
Q1 		$15.3M Sell
76,550
-658
-0.9% -$119K 3.16% 6
2023
Q4 		$13.1M Sell
77,208
-7,348
-9% -$1.11M 2.89% 7
2023
Q3 		$12.3M Sell
84,556
-1,877
-2% -$281K 2.75% 8
2023
Q2 		$12.6M Sell
86,433
-925
-1% -$127K 2.63% 8
2023
Q1 		$11.4M Buy
87,358
+767
+0.9% +$105K 2.55% 6
2022
Q4 		$11.6M Buy
86,591
+4,231
+5% +$536K 2.66% 6
2022
Q3 		$8.61M Buy
82,360
+18,136
+28% +$2.08M 2.28% 9
2022
Q2 		$7.23M Sell
64,224
-3,132
-5% -$388K 2.16% 10
2022
Q1 		$9.18M Buy
67,356
+820
+1% +$121K 2.19% 8
2021
Q4 		$10.5M Buy
66,536
+1,245
+2% +$204K 2.47% 8
2021
Q3 		$10.7M Buy
65,291
+196
+0.3% +$30.7K 2.88% 7
2021
Q2 		$10.1M Buy
65,095
+6,058
+10% +$951K 2.76% 7
2021
Q1 		$8.99M Buy
59,037
+1,360
+2% +$196K 2.69% 7
2020
Q4 		$7.33M Buy
57,677
+3,184
+6% +$356K 2.41% 9
2020
Q3 		$5.25M Buy
54,493
+1,205
+2% +$118K 1.97% 12
2020
Q2 		$5.01M Buy
53,288
+134
+0.3% +$12.7K 2% 14
2020
Q1 		$4.79M Sell
53,154
-3,676
-6% -$447K 2.3% 10
2019
Q4 		$7.92M Buy
56,830
+762
+1% +$97.7K 2.88% 3
2019
Q3 		$6.6M Sell
56,068
-915
-2% -$103K 2.66% 4
2019
Q2 		$6.37M Buy
56,983
+3,279
+6% +$362K 2.5% 6
2019
Q1 		$5.44M Sell
53,704
-1,065
-2% -$110K 2.33% 7
2018
Q4 		$5.35M Sell
54,769
-2,745
-5% -$292K 2.62% 5
2018
Q3 		$6.49M Sell
57,514
-2,210
-4% -$251K 2.66% 5
2018
Q2 		$6.22M Buy
59,724
+153
+0.3% +$16.8K 2.63% 4
2018
Q1 		$6.55M Buy
59,571
+2,513
+4% +$285K 2.82% 4
2017
Q4 		$6.1M Buy
57,058
+1,405
+3% +$142K 2.52% 5
2017
Q3 		$5.32M Buy
55,653
+663
+1% +$61.1K 2.32% 5
2017
Q2 		$5.03M Buy
54,990
+1,456
+3% +$126K 2.34% 6
2017
Q1 		$4.7M Buy
53,534
+3,269
+7% +$288K 2.25% 7
2016
Q4 		$4.34M Buy
50,265
+5,656
+13% +$431K 2.23% 9
2016
Q3 		$2.97M Buy
44,609
+1,640
+4% +$107K 1.67% 15
2016
Q2 		$2.67M Sell
42,969
-225
-0.5% -$14.1K 1.49% 22
2016
Q1 		$2.56M Sell
43,194
-2,313
-5% -$135K 1.51% 20
2015
Q4 		$3M Sell
45,507
-1,072
-2% -$69.8K 1.85% 12
2015
Q3 		$2.84M Sell
46,579
-6,461
-12% -$423K 1.96% 14
2015
Q2 		$3.59M Buy
53,040
+16,360
+45% +$1.07M 2.11% 12
2015
Q1 		$2.22M Buy
36,680
+7,720
+27% +$457K 1.35% 23
2014
Q4 		$1.81M Buy
28,960
+12,550
+76% +$755K 1.2% 30
2014
Q3 		$989K Buy
16,410
+4,660
+40% +$272K 0.73% 42
2014
Q2 		$677K Buy
11,750
+150
+1% +$8.43K 0.48% 62
2014
Q1 		$704K Buy
11,600
+800
+7% +$46.2K 0.65% 51
2013
Q4 		$632K Buy
+10,800
New +$592K 0.62% 52

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Schnieders Capital Management's JPM Position: Q2 2026 in Review

Schnieders Capital Management increased its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, buying an estimated $418K and bringing the position to 58,746 shares worth $19.2M. The position accounts for 2.52% of the portfolio, ranked #11.

Schnieders Capital Management first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Schnieders Capital Management held 58,746 shares of JPMorgan Chase worth $19.2M as of Q2 2026.
  • Schnieders Capital Management bought 1,345 JPMorgan Chase shares in Q2 2026, an estimated $418K.
  • JPMorgan Chase made up 2.52% of Schnieders Capital Management's portfolio in Q2 2026, its #11 holding.
  • Schnieders Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.