SEC 13F Intelligence

Barrow Hanley Mewhinney & Strauss LLC / JPM

Barrow Hanley Mewhinney & Strauss LLC’s Jpmorgan Chase & Co Position

Does Barrow Hanley Mewhinney & Strauss LLC own Jpmorgan Chase & Co (JPM)? Yes — 91.4K shares worth $27M (+0.09% of its 13F portfolio) as of Q1 2026, down from 104.6K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
91.4K
% of Portfolio
+0.09%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.2BQ3 ’19: $1.1BQ4 ’19: $718MQ4 ’19Q1 ’20: $436MQ2 ’20: $477MQ3 ’20: $466MQ4 ’20: $555MQ4 ’20Q1 ’21: $620MQ2 ’21: $503MQ3 ’21: $465MQ4 ’21: $427MQ4 ’21Q1 ’22: $182MQ2 ’22: $92MQ3 ’22: $85MQ4 ’22: $107MQ4 ’22Q1 ’23: $94MQ2 ’23: $100MQ3 ’23: $42MQ4 ’23: $49MQ4 ’23Q1 ’24: $58MQ2 ’24: $38MQ3 ’24: $35MQ4 ’24: $37MQ4 ’24Q1 ’25: $33MQ2 ’25: $38MQ3 ’25: $40MQ4 ’25: $34MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.4K$27M+0.09%
Q4 2025104.6K$34M+0.11%
Q3 2025127.4K$40M+0.13%
Q2 2025131.5K$38M+0.13%
Q1 2025134.3K$33M+0.12%
Q4 2024156.2K$37M+0.13%
Q3 2024166.3K$35M+0.11%
Q2 2024185.6K$38M+0.13%
Q1 2024290.3K$58M+0.20%
Q4 2023287.5K$49M+0.17%
Q3 2023291.2K$42M+0.16%
Q2 2023690.2K$100M+0.37%
Q1 2023717.6K$94M+0.36%
Q4 2022800.7K$107M+0.40%
Q3 2022810.0K$85M+0.35%
Q2 2022816.1K$92M+0.35%
Q1 20221.34M$182M+0.59%
Q4 20212.70M$427M+1.35%
Q3 20212.84M$465M+1.54%
Q2 20213.23M$503M+1.61%
Q1 20214.07M$620M+1.97%
Q4 20204.36M$555M+1.91%
Q3 20204.84M$466M+1.79%
Q2 20205.07M$477M+1.87%
Q1 20204.84M$436M+2.00%
Q4 20195.15M$718M+2.30%
Q3 20199.56M$1.1B+2.21%
Q2 201910.31M$1.2B+2.10%
Q1 201911.54M$1.2B+2.10%
Q4 201811.29M$1.1B+2.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Barrow Hanley Mewhinney & Strauss LLC’s full portfolio or all institutional holders of JPM.