Schwarz Dygos Wheeler Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.09M | Sell |
18,608
-8
| -0% | -$2.48K | 1.16% | 22 |
|
|
2026
Q1 | $5.48M | Buy |
18,616
+23
| +0.1% | +$6.98K | 1.14% | 19 |
|
|
2025
Q4 | $5.99M | Hold |
18,593
| – | – | 1.24% | 18 |
|
|
2025
Q3 | $5.86M | Sell |
18,593
-191
| -1% | -$56.8K | 1.24% | 19 |
|
|
2025
Q2 | $5.45M | Hold |
18,784
| – | – | 1.24% | 16 |
|
|
2025
Q1 | $4.61M | Buy |
18,784
+7
| +0% | +$1.78K | 1.09% | 22 |
|
|
2024
Q4 | $4.5M | Buy |
18,777
+281
| +2% | +$65.4K | 1.1% | 22 |
|
|
2024
Q3 | $3.9M | Sell |
18,496
-305
| -2% | -$64.2K | 0.97% | 25 |
|
|
2024
Q2 | $3.8M | Buy |
18,801
+153
| +0.8% | +$29.9K | 1.02% | 25 |
|
|
2024
Q1 | $3.74M | Buy |
18,648
+586
| +3% | +$106K | 1.04% | 25 |
|
|
2023
Q4 | $3.07M | Hold |
18,062
| – | – | 0.95% | 24 |
|
|
2023
Q3 | $2.62M | Buy |
18,062
+19
| +0.1% | +$2.85K | 0.89% | 26 |
|
|
2023
Q2 | $2.62M | Buy |
18,043
+846
| +5% | +$116K | 0.86% | 28 |
|
|
2023
Q1 | $2.24M | Sell |
17,197
-34
| -0.2% | -$4.66K | 0.81% | 33 |
|
|
2022
Q4 | $2.31M | Buy |
17,231
+274
| +2% | +$34.7K | 0.91% | 33 |
|
|
2022
Q3 | $1.77M | Buy |
16,957
+12
| +0.1% | +$1.38K | 0.79% | 35 |
|
|
2022
Q2 | $1.91M | Buy |
16,945
+49
| +0.3% | +$6.07K | 0.77% | 34 |
|
|
2022
Q1 | $2.3M | Sell |
16,896
-6
| -0% | -$886 | 0.78% | 37 |
|
|
2021
Q4 | $2.68M | Buy |
16,902
+1,571
| +10% | +$258K | 0.91% | 30 |
|
|
2021
Q3 | $2.51M | Buy |
15,331
+523
| +4% | +$82K | 0.92% | 32 |
|
|
2021
Q2 | $2.3M | Buy |
14,808
+501
| +4% | +$78.7K | 0.84% | 37 |
|
|
2021
Q1 | $2.18M | Buy |
14,307
+407
| +3% | +$58.6K | 0.9% | 35 |
|
|
2020
Q4 | $1.77M | Buy |
13,900
+798
| +6% | +$89.2K | 0.85% | 31 |
|
|
2020
Q3 | $1.26M | Sell |
13,102
-164
| -1% | -$16.1K | 0.71% | 35 |
|
|
2020
Q2 | $1.29M | Buy |
13,266
+1,491
| +13% | +$141K | 0.85% | 32 |
|
|
2020
Q1 | $1.06M | Sell |
11,775
-7,230
| -38% | -$878K | 0.9% | 29 |
|
|
2019
Q4 | $2.65M | Buy |
19,005
+225
| +1% | +$28.9K | 1.81% | 14 |
|
|
2019
Q3 | $2.21M | Buy |
18,780
+1,200
| +7% | +$136K | 1.75% | 15 |
|
|
2019
Q2 | $1.97M | Sell |
17,580
-4,775
| -21% | -$526K | 1.62% | 17 |
|
|
2019
Q1 | $2.26M | Buy |
22,355
+10,905
| +95% | +$1.12M | 1.94% | 13 |
|
|
2018
Q4 | $1.12M | Buy |
+11,450
| New | +$1.22M | 1.21% | 23 |
|
Other funds holding JPM
Schwarz Dygos Wheeler Investment Advisors's JPM Position: Q2 2026 in Review
Schwarz Dygos Wheeler Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, selling an estimated $2.48K and leaving 18,608 shares worth $6.09M. The position accounts for 1.16% of the portfolio, ranked #22.
Schwarz Dygos Wheeler Investment Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Schwarz Dygos Wheeler Investment Advisors held 18,608 shares of JPMorgan Chase worth $6.09M as of Q2 2026.
- Schwarz Dygos Wheeler Investment Advisors sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
- JPMorgan Chase made up 1.16% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #22 holding.
- Schwarz Dygos Wheeler Investment Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.