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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schwallier Wealth Management's JPM Position: Q1 2026 in Review

Schwallier Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 848 shares worth $250K. The position accounts for 0.18% of the portfolio, ranked #54.

Schwallier Wealth Management first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Schwallier Wealth Management held 848 shares of JPMorgan Chase worth $250K as of Q1 2026.
  • Schwallier Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.18% of Schwallier Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Schwallier Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Schwallier Wealth Management's JPMorgan Chase position peaked at $259K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.