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Schwarz Dygos Wheeler Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 3,452 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.
  • 3,452 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.