Schwallier Wealth Management
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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
Q3 		$279K Buy
843
+1
+0.1% +$350 0.18% 58
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Schwallier Wealth Management's JPM Position: Q3 2026 in Review

Schwallier Wealth Management increased its JPMorgan Chase (JPM) stake by 0.12% in Q3 2026, buying an estimated $350 and bringing the position to 843 shares worth $279K. The position accounts for 0.18% of the portfolio, ranked #58.

Schwallier Wealth Management first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Schwallier Wealth Management held 843 shares of JPMorgan Chase worth $279K as of Q3 2026.
  • Schwallier Wealth Management bought 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.18% of Schwallier Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Schwallier Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.