SEC 13F Intelligence

Charles Schwab Investment Management Inc / JPM

Charles Schwab Investment Management Inc’s Jpmorgan Chase & Co Position

Does Charles Schwab Investment Management Inc own Jpmorgan Chase & Co (JPM)? Yes — 19.10M shares worth $5.6B (+0.86% of its 13F portfolio) as of Q1 2026, up from 18.75M shares the prior filed quarter.

Position Value
$5.6B
Q1 2026
Shares
19.10M
% of Portfolio
+0.86%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.7BQ3 ’19: $1.8BQ4 ’19: $2.1BQ4 ’19Q1 ’20: $1.6BQ2 ’20: $1.7BQ3 ’20: $1.6BQ4 ’20: $2.1BQ4 ’20Q1 ’21: $2.5BQ2 ’21: $2.6BQ3 ’21: $2.9BQ4 ’21: $2.8BQ4 ’21Q1 ’22: $2.5BQ2 ’22: $2.1BQ3 ’22: $2.0BQ4 ’22: $2.7BQ4 ’22Q1 ’23: $2.6BQ2 ’23: $2.9BQ3 ’23: $2.9BQ4 ’23: $3.4BQ4 ’23Q1 ’24: $4.0BQ2 ’24: $4.1BQ3 ’24: $4.2BQ4 ’24: $4.8BQ4 ’24Q1 ’25: $4.9BQ2 ’25: $5.7BQ3 ’25: $5.9BQ4 ’25: $6.0BQ4 ’25Q1 ’26: $5.6Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.10M$5.6B+0.86%
Q4 202518.75M$6.0B+0.94%
Q3 202518.82M$5.9B+0.95%
Q2 202519.79M$5.7B+0.99%
Q1 202519.85M$4.9B+0.91%
Q4 202420.10M$4.8B+0.89%
Q3 202420.03M$4.2B+0.81%
Q2 202420.21M$4.1B+0.78%
Q1 202420.23M$4.0B+0.92%
Q4 202320.17M$3.4B+0.86%
Q3 202320.02M$2.9B+0.82%
Q2 202320.11M$2.9B+0.83%
Q1 202320.20M$2.6B+0.79%
Q4 202220.08M$2.7B+0.86%
Q3 202219.57M$2.0B+0.73%
Q2 202218.93M$2.1B+0.74%
Q1 202218.61M$2.5B+0.76%
Q4 202117.80M$2.8B+0.83%
Q3 202117.53M$2.9B+0.94%
Q2 202116.75M$2.6B+0.87%
Q1 202116.64M$2.5B+0.93%
Q4 202016.72M$2.1B+0.84%
Q3 202017.08M$1.6B+0.76%
Q2 202017.75M$1.7B+0.82%
Q1 202017.99M$1.6B+0.95%
Q4 201914.78M$2.1B+1.11%
Q3 201914.91M$1.8B+1.04%
Q2 201915.02M$1.7B+1.02%
Q1 201914.75M$1.5B+0.96%
Q4 201813.87M$1.4B+1.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of JPM.