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 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 $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

Schubert & Co's JPM Position: Q1 2026 in Review

Schubert & Co increased its JPMorgan Chase (JPM) stake by 0.59% in Q1 2026, buying an estimated $2.43K and bringing the position to 1,370 shares worth $403K. The position accounts for 0.33% of the portfolio, ranked #47.

Schubert & Co first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $449K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Schubert & Co held 1,370 shares of JPMorgan Chase worth $403K as of Q1 2026.
Schubert & Co bought 8 JPMorgan Chase shares in Q1 2026, an estimated $2.43K.
JPMorgan Chase made up 0.33% of Schubert & Co's portfolio in Q1 2026, its #47 holding.
Schubert & Co first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
Schubert & Co's JPMorgan Chase position peaked at $449K in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Schubert & Co's 13F filing for Q1 2026, filed 29 Apr 2026.