Charles Schwab Trust Co: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on JPM, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 19,220,188 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 19,220,188 shares
Change vs previous 13F +88,843 shares
0.84% of the 13F portfolio, value $6,291,858,422.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 19,187,267 shares
- Charles Schwab Trust Co: 32,921 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 19,131,345 shares
Change vs previous 13F +352,209 shares
0.86% of the 13F portfolio, value $5,625,734,538.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 19,101,113 shares
- Charles Schwab Trust Co: 30,232 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 18,779,136 shares
Change vs previous 13F -69,780 shares
0.94% of the 13F portfolio, value $6,051,016,084.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 18,747,819 shares
- Charles Schwab Trust Co: 31,317 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 18,848,916 shares
Change vs previous 13F -966,836 shares
0.95% of the 13F portfolio, value $5,945,567,608.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 18,817,462 shares
- Charles Schwab Trust Co: 31,454 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 19,815,752 shares
Change vs previous 13F -56,978 shares
0.99% of the 13F portfolio, value $5,744,278,066.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 19,788,561 shares
- Charles Schwab Trust Co: 27,191 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 19,872,730 shares
Change vs previous 13F -259,854 shares
0.91% of the 13F portfolio, value $4,874,377,455.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 19,846,063 shares
- Charles Schwab Trust Co: 26,667 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 20,132,584 shares
Change vs previous 13F +75,730 shares
0.89% of the 13F portfolio, value $4,825,981,939.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 20,103,063 shares
- Charles Schwab Trust Co: 29,521 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 20,056,854 shares
Change vs previous 13F not available
0.81% of the 13F portfolio, value $4,229,138,331.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 20,031,941 shares
- Charles Schwab Trust Co: 24,913 shares
Acceptance time not in the bulk data set (spec §4.2).