Schwarz Dygos Wheeler Investment Advisors LLC / JPM
Schwarz Dygos Wheeler Investment Advisors LLC’s Jpmorgan Chase & Co Position
Does Schwarz Dygos Wheeler Investment Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes — 18.6K shares worth $5M (+1.14% of its 13F portfolio) as of Q1 2026, up from 18.6K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
18.6K
% of Portfolio
+1.14%
Quarters Held
27
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.6K | $5M | +1.14% |
| Q4 2025 | 18.6K | $6M | +1.24% |
| Q3 2025 | 18.6K | $6M | +1.24% |
| Q2 2025 | 18.8K | $5M | +1.24% |
| Q1 2025 | 18.8K | $5M | +1.09% |
| Q4 2024 | 18.8K | $5M | +1.10% |
| Q3 2024 | 18.5K | $4M | +0.97% |
| Q2 2024 | 18.8K | $4M | +1.02% |
| Q1 2024 | 18.6K | $4M | +1.04% |
| Q4 2023 | 18.1K | $3M | +0.95% |
| Q3 2023 | 18.1K | $3M | +0.89% |
| Q2 2023 | 18.0K | $3M | +0.86% |
| Q1 2023 | 17.2K | $2M | +0.81% |
| Q4 2022 | 17.2K | $2M | +0.91% |
| Q3 2022 | 17.0K | $2M | +0.79% |
| Q2 2022 | 16.9K | $2M | +0.77% |
| Q1 2022 | 16.9K | $2M | +0.78% |
| Q4 2021 | 16.9K | $3M | +0.91% |
| Q3 2021 | 15.3K | $3M | +0.92% |
| Q2 2021 | 14.8K | $2M | +0.84% |
| Q1 2021 | 14.3K | $2M | +0.90% |
| Q4 2020 | 13.9K | $2M | +0.85% |
| Q3 2020 | 13.1K | $1M | +0.71% |
| Q2 2020 | 13.3K | $1M | +0.84% |
| Q1 2020 | 11.8K | $1M | +0.90% |
| Q4 2019 | 19.0K | $3M | +1.81% |
| Q3 2019 | 11.4K | $1M | +1.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwarz Dygos Wheeler Investment Advisors LLC’s full portfolio or all institutional holders of JPM.