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Schubert & Co

SEC CIK
0001894830
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Schubert & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,114
Value
$364.6K
% of portfolio
0.3%
Quarters held
13
Since Q4 2021
Holdings of JPM by Schubert & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,114$364.6K0.3%−256−18.7%ReducedHolders
Q1 20261,370$403.0K0.3%+8+0.6%AddedHolders
Q4 20251,362$438.9K0.4%−63−4.4%ReducedHolders
Q3 20251,425$449.5K0.3%−102−6.7%ReducedHolders
Q2 20251,527$442.7K0.3%+315+26.0%AddedHolders
Q1 20251,212$297.3K0.2%+310+34.4%AddedHolders
Q4 2024902$216.2K0.1%+902NewHolders
Q2 20230$00.0%−786−100.0%Sold outHolders
Q1 2023786$102.4K0.1%−26−3.2%ReducedHolders
Q4 2022812$108.9K0.1%+41+5.3%AddedHolders
Q3 2022771$81.0K0.1%+26+3.5%AddedHolders
Q2 2022745$84.0K0.1%+112+17.7%AddedHolders
Q1 2022633$86.0K0.1%−617−49.4%ReducedHolders
Q4 20211,250$198.0K0.2%–No prior filingHolders