Schoolcraft Capital’s JPMorgan Chase JPM Stock Holding History

Schoolcraft Capital’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	$873K	Buy	2,968 +869	+41%	+$264K	0.17%	39
2025 Q4	$676K	Hold	2,099	–	–	0.13%	41
2025 Q3	$662K	Hold	2,099	–	–	0.13%	41
2025 Q2	$609K	Sell	2,099 -888	-30%	-$227K	0.12%	44
2025 Q1	$733K	Buy	2,987 +351	+13%	+$89.5K	0.14%	42
2024 Q4	$632K	Hold	2,636	–	–	0.13%	43
2024 Q3	$556K	Hold	2,636	–	–	0.11%	45
2024 Q2	$533K	Sell	2,636 -97	-4%	-$19K	0.11%	45
2024 Q1	$547K	Sell	2,733 -136	-5%	-$24.5K	0.13%	43
2023 Q4	$488K	Sell	2,869 -1,282	-31%	-$194K	0.12%	44
2023 Q3	$602K	Hold	4,151	–	–	0.17%	38
2023 Q2	$604K	Buy	4,151 +1,213	+41%	+$167K	0.17%	40
2023 Q1	$383K	Buy	2,938 +439	+18%	+$60.1K	0.11%	43
2022 Q4	$335K	Buy	+2,499	New	+$317K	0.1%	42
2022 Q2	–	Sell	-1,630	Closed	-$222K	–	55
2022 Q1	$222K	Buy	+1,630	New	+$241K	0.07%	54

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

Schoolcraft Capital's JPM Position: Q1 2026 in Review

Schoolcraft Capital increased its JPMorgan Chase (JPM) stake by 41% in Q1 2026, buying an estimated $264K and bringing the position to 2,968 shares worth $873K. The position accounts for 0.17% of the portfolio, ranked #39.

Schoolcraft Capital first reported a position in JPM in Q1 2022 and has held it in 15 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Schoolcraft Capital held 2,968 shares of JPMorgan Chase worth $873K as of Q1 2026.
Schoolcraft Capital bought 869 JPMorgan Chase shares in Q1 2026, an estimated $264K.
JPMorgan Chase made up 0.17% of Schoolcraft Capital's portfolio in Q1 2026, its #39 holding.
Schoolcraft Capital first reported a position in JPMorgan Chase in Q1 2022 and has held it in 15 quarters since.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.