Schwallier Wealth Management LLC

SEC CIK: 0001934951
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

JPM holding history

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

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 842
Value: $275.5K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of JPM by Schwallier Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	842	$275.5K	0.2%	−6−0.7%	Reduced	Holders
Q1 2026	848	$249.6K	0.2%	00.0%	Unchanged	Holders
Q4 2025	848	$259.5K	0.2%	+36+4.4%	Added	Holders
Q3 2025	812	$256.2K	0.2%	+8+1.0%	Added	Holders
Q2 2025	804	$233.1K	0.1%	+804	New	Holders