Steve Schonfeld’s JPMorgan Chase JPM Stock Holding History

Steve Schonfeld’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
2025 Q3	–	Sell	-30,000	Closed	-$8.7M	–	2392
2025 Q2	$8.7M	Buy	30,000 +9,500	+46%	+$2.42M	0.06%	380
2025 Q1	$5.03M	Buy	+20,500	New	+$5.23M	0.03%	520
2024 Q4	–	Sell	-25,000	Closed	-$5.27M	–	2206
2024 Q3	$5.27M	Hold	25,000	–	–	0.04%	527
2024 Q2	$5.06M	Buy	25,000 +24,000	+2,400%	+$4.69M	0.03%	554
2024 Q1	$200K	Buy	+1,000	New	+$180K	﹤0.01%	1770
2023 Q4	–	Sell	-39,500	Closed	-$5.73M	–	2047
2023 Q3	$5.73M	Sell	39,500 -35,500	-47%	-$5.32M	0.04%	499
2023 Q2	$202K	Buy	+75,000	New	+$10.3M	﹤0.01%	1564

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

Steve Schonfeld's JPM Position: Q2 2026 in Review

Steve Schonfeld increased its JPMorgan Chase (JPM) stake by 618% in Q2 2026, buying an estimated $1.69M and bringing the position to 6,337 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #1050.

Steve Schonfeld first reported a position in JPM in Q3 2016 and has held it in 31 quarters since. The position peaked at $56.7M in Q1 2022. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Steve Schonfeld held 6,337 shares of JPMorgan Chase worth $2.07M as of Q2 2026.
Steve Schonfeld bought 5,455 JPMorgan Chase shares in Q2 2026, an estimated $1.69M.
JPMorgan Chase made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1050 holding.
Steve Schonfeld first reported a position in JPMorgan Chase in Q3 2016 and has held it in 31 quarters since.
Steve Schonfeld's JPMorgan Chase position peaked at $56.7M in Q1 2022.
5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.