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Schrum Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Schrum Private Wealth 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
Q1 		$3.2M Sell
10,890
-76
-0.7% -$23.1K 2.44% 7
2025
Q4 		$3.53M Sell
10,966
-4
-0% -$1.24K 2.61% 7
2025
Q3 		$3.46M Sell
10,970
-281
-2% -$83.6K 2.54% 7
2025
Q2 		$3.26M Buy
11,251
+11
+0.1% +$2.81K 2.62% 7
2025
Q1 		$2.76M Buy
11,240
+5
+0% +$1.27K 2.42% 6
2024
Q4 		$2.69M Buy
11,235
+355
+3% +$82.7K 2.28% 7
2024
Q3 		$2.29M Sell
10,880
-653
-6% -$138K 1.19% 19
2024
Q2 		$2.33M Buy
11,533
+5
+0% +$978 2.1% 6
2024
Q1 		$2.31M Buy
11,528
+6,527
+131% +$1.18M 2.1% 6
2023
Q4 		$851K Sell
5,001
-6,448
-56% -$977K 1.21% 23
2023
Q3 		$1.66M Buy
11,449
+6
+0.1% +$899 1.89% 9
2023
Q2 		$1.66M Buy
11,443
+6
+0.1% +$825 1.8% 10
2023
Q1 		$1.49M Sell
11,437
-35
-0.3% -$4.8K 1.72% 13
2022
Q4 		$1.54M Sell
11,472
-488
-4% -$61.8K 1.82% 12
2022
Q3 		$1.25M Sell
11,960
-470
-4% -$53.9K 1.58% 14
2022
Q2 		$1.4M Sell
12,430
-383
-3% -$47.5K 1.58% 16
2022
Q1 		$1.67M Sell
12,813
-37
-0.3% -$5.46K 1.68% 10
2021
Q4 		$2.03M Buy
+12,850
New +$2.11M 1.85% 7

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schrum Private Wealth Management's JPM Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.69% in Q1 2026, selling an estimated $23.1K and leaving 10,890 shares worth $3.2M. The position accounts for 2.44% of the portfolio, ranked #7.

Schrum Private Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.53M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Schrum Private Wealth Management held 10,890 shares of JPMorgan Chase worth $3.2M as of Q1 2026.
  • Schrum Private Wealth Management sold 76 JPMorgan Chase shares in Q1 2026, an estimated $23.1K.
  • JPMorgan Chase made up 2.44% of Schrum Private Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Schrum Private Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's JPMorgan Chase position peaked at $3.53M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.