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JPMORGAN CHASE & CO: SCHW position timeline

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

JPMORGAN CHASE & CO held 49,165,186 SCHW 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 49,165,186 shares
    Change vs previous 13F -24,682,956 shares

    0.26% of the 13F portfolio, value $4,451,907,785.

    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 73,848,142 shares
    Change vs previous 13F +6,657,227 shares

    0.47% of the 13F portfolio, value $6,872,308,391.

    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 67,190,915 shares
    Change vs previous 13F +6,603,261 shares

    0.45% of the 13F portfolio, value $6,713,044,696.

    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 60,587,654 shares
    Change vs previous 13F -10,016,576 shares

    0.37% of the 13F portfolio, value $5,784,308,075.

    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 70,604,230 shares
    Change vs previous 13F +16,444,010 shares

    0.44% of the 13F portfolio, value $6,441,930,079.

    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 54,160,220 shares
    Change vs previous 13F +5,095,761 shares

    0.32% of the 13F portfolio, value $4,239,662,277.

    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 49,064,459 shares
    Change vs previous 13F +757,395 shares

    0.29% of the 13F portfolio, value $3,631,260,768.

    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 48,307,064 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,130,780,974.

    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).