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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
Q2 		$1.32M Sell
6,122
-4,768
-44% -$1.48M 1.36% 20
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schrum Private Wealth Management's JPM Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 44% in Q2 2026, selling an estimated $1.48M and leaving 6,122 shares worth $1.32M. The position accounts for 1.36% of the portfolio, ranked #20.

Schrum Private Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.53M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Schrum Private Wealth Management held 6,122 shares of JPMorgan Chase worth $1.32M as of Q2 2026.
  • Schrum Private Wealth Management sold 4,768 JPMorgan Chase shares in Q2 2026, an estimated $1.48M.
  • JPMorgan Chase made up 1.36% of Schrum Private Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Schrum Private Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's JPMorgan Chase position peaked at $3.53M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.