Schubert & Co’s JPMorgan Chase JPM Stock Holding History

Schubert & Co’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	$365K	Sell	1,114 -256	-19%	-$79.5K	0.25%	53
2026 Q1	$403K	Buy	1,370 +8	+0.6%	+$2.43K	0.33%	47
2025 Q4	$439K	Sell	1,362 -63	-4%	-$19.5K	0.35%	45
2025 Q3	$449K	Sell	1,425 -102	-7%	-$30.3K	0.33%	47
2025 Q2	$443K	Buy	1,527 +315	+26%	+$80.4K	0.31%	40
2025 Q1	$297K	Buy	1,212 +310	+34%	+$79K	0.2%	50
2024 Q4	$216K	Buy	+902	New	+$210K	0.15%	57
2023 Q2	–	Sell	-786	Closed	-$102K	–	787
2023 Q1	$102K	Sell	786 -26	-3%	-$3.56K	0.09%	47
2022 Q4	$109K	Buy	812 +41	+5%	+$5.2K	0.1%	44
2022 Q3	$81K	Buy	771 +26	+3%	+$2.98K	0.08%	50
2022 Q2	$84K	Buy	745 +112	+18%	+$13.9K	0.08%	51
2022 Q1	$86K	Sell	633 -617	-49%	-$91.1K	0.09%	39
2021 Q4	$198K	Buy	+1,250	New	+$205K	0.2%	26

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schubert & Co's JPM Position: Q2 2026 in Review

Schubert & Co reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $79.5K and leaving 1,114 shares worth $365K. The position accounts for 0.25% of the portfolio, ranked #53.

Schubert & Co first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $449K in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Schubert & Co held 1,114 shares of JPMorgan Chase worth $365K as of Q2 2026.
Schubert & Co sold 256 JPMorgan Chase shares in Q2 2026, an estimated $79.5K.
JPMorgan Chase made up 0.25% of Schubert & Co's portfolio in Q2 2026, its #53 holding.
Schubert & Co first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
Schubert & Co's JPMorgan Chase position peaked at $449K in Q3 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.