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Showing 8 of 31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in JPMORGAN CHASE & CO

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 19.2M shares of JPM (JPMORGAN CHASE & CO), worth $6.3B as of 2026-Q2. The position was increased (+0.5% shares). JPM represents 0.8% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$6.3B

Current Shares

19.2M

Total Value Change

+$2.1B

Total Shares Change

-844,674

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
19.2M
+0.5%
$6.3B0.8%$325.86
45
2026-Q1
Increased
19.1M
+1.9%
$5.6B0.9%$300.26
46
2025-Q4
Decreased
18.7M
-0.4%
$6B0.9%$321.97
0
2025-Q3
Decreased
18.8M
-4.9%
$5.9B0.9%$312.75
0
2025-Q2
Decreased
19.8M
-0.3%
$5.7B1.0%$283.07
0
2025-Q1
Decreased
19.8M
-1.3%
$4.9B0.9%$237.97
0
2024-Q4
Increased
20.1M
+0.4%
$4.8B0.9%$233.31
45
2024-Q3
Decreased
20M
-0.9%
$4.2B0.8%$203.96
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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