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JPMORGAN CHASE & CO: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on SCHD, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 3,890,026 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,890,026 shares
    Change vs previous 13F -422,249 shares

    0.01% of the 13F portfolio, value $124,208,571.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 4,312,275 shares
    Change vs previous 13F -980,262 shares

    0.01% of the 13F portfolio, value $131,438,229.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,292,537 shares
    Change vs previous 13F +675,686 shares

    0.01% of the 13F portfolio, value $145,174,291.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 4,616,851 shares
    Change vs previous 13F +95,857 shares

    0.01% of the 13F portfolio, value $126,040,046.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,520,994 shares
    Change vs previous 13F -1,045,708 shares

    0.01% of the 13F portfolio, value $119,806,379.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,566,702 shares
    Change vs previous 13F +490,361 shares

    0.01% of the 13F portfolio, value $155,645,020.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,076,341 shares
    Change vs previous 13F +3,508,238 shares

    0.01% of the 13F portfolio, value $138,685,676.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,568,103 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $132,551,830.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).