Schwallier Wealth Management’s JPMorgan Chase JPM Stock Holding History

Schwallier 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	$275K	Sell	842 -6	-0.7%	-$1.86K	0.17%	60
2026 Q1	$250K	Hold	848	–	–	0.18%	54
2025 Q4	$259K	Buy	848 +36	+4%	+$11.1K	0.17%	49
2025 Q3	$256K	Buy	812 +8	+1%	+$2.38K	0.16%	44
2025 Q2	$233K	Buy	+804	New	+$205K	0.14%	48

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

Schwallier Wealth Management's JPM Position: Q2 2026 in Review

Schwallier Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.71% in Q2 2026, selling an estimated $1.86K and leaving 842 shares worth $275K. The position accounts for 0.17% of the portfolio, ranked #60.

Schwallier Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Schwallier Wealth Management held 842 shares of JPMorgan Chase worth $275K as of Q2 2026.
Schwallier Wealth Management sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.17% of Schwallier Wealth Management's portfolio in Q2 2026, its #60 holding.
Schwallier Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.