Charles Schwab · JPM Holdings Trend
JPMorgan Chase · SEC 13F
Charles Schwab Holdings of JPM by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 20.3M | $4.0B | — |
| 2024Q2 | 20.2M | $4.1B | +2.1% |
| 2024Q3 | 20.1M | $4.2B | +3.3% |
| 2024Q4 | 20.1M | $4.8B | +14.1% |
| 2025Q1 | 19.9M | $4.9B | +1.0% |
| 2025Q2 | 19.8M | $5.7B | +17.8% |
| 2025Q3 | 38.7M | $10.8B | +88.2% |
| 2025Q4 | 18.8M | $6.1B | -44.0% |
| 2026Q1 | 19.1M | $5.6B | -7.0% |
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Data source: SEC EDGAR Form 13F