Charles Schwab Investment Management Inc Jpmorgan Chase & CO Transaction History

Charles Schwab Investment Management Inc

  • $557 Billion
  • Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 19,788,561 shares of JPM stock, worth $5.88 Billion. This represents 1.03% of its overall portfolio holdings.

Number of Shares
19,788,561
Previous 19,846,063 0.29%
Holding current value
$5.88 Billion
Previous $4.87 Billion 17.84%
% of portfolio
1.03%
Previous 0.93%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$210.28 - $289.91 $12.1 Million - $16.7 Million
-57,502 Reduced 0.29%
19,788,561 $5.74 Billion
Q1 2025

Sep 15, 2025
BUY
$225.19 - $279.95 $12.9 Million - $16.1 Million
57,502 Added 0.29%
19,846,063 $4.87 Billion
Q1 2025

May 09, 2025
SELL
$225.19 - $279.95 $57.9 Million - $71.9 Million
-257,000 Reduced 1.28%
19,846,063 $4.87 Billion
Q4 2024

Feb 06, 2025
BUY
$205.18 - $250.29 $14.6 Million - $17.8 Million
71,122 Added 0.36%
20,103,063 $4.82 Billion
Q3 2024

Nov 12, 2024
SELL
$194.9 - $224.8 $35.5 Million - $41 Million
-182,322 Reduced 0.9%
20,031,941 $4.22 Billion
Q2 2024

Aug 12, 2024
SELL
$180.08 - $204.79 $2.21 Million - $2.51 Million
-12,274 Reduced 0.06%
20,214,263 $4.09 Billion
Q1 2024

May 08, 2024
BUY
$167.09 - $200.3 $9.38 Million - $11.2 Million
56,138 Added 0.28%
20,226,537 $4.05 Billion
Q4 2023

Feb 06, 2024
BUY
$135.69 - $170.3 $21 Million - $26.3 Million
154,426 Added 0.77%
20,170,399 $3.43 Billion
Q3 2023

Nov 08, 2023
SELL
$143.21 - $158.0 $13.2 Million - $14.5 Million
-92,022 Reduced 0.46%
20,015,973 $2.9 Billion
Q2 2023

Aug 09, 2023
SELL
$127.47 - $145.44 $12.2 Million - $14 Million
-95,967 Reduced 0.47%
20,107,995 $2.92 Billion
Q1 2023

May 11, 2023
BUY
$124.91 - $143.8 $15.2 Million - $17.5 Million
121,559 Added 0.61%
20,203,962 $2.63 Billion
Q4 2022

Feb 13, 2023
BUY
$101.96 - $137.84 $52.3 Million - $70.8 Million
513,422 Added 2.62%
20,082,403 $2.69 Billion
Q3 2022

Nov 14, 2022
BUY
$20.73 - $120.58 $13.3 Million - $77.6 Million
643,426 Added 3.4%
19,568,981 $2.04 Billion
Q2 2022

Aug 15, 2022
BUY
$112.61 - $135.91 $35.8 Million - $43.2 Million
317,894 Added 1.71%
18,925,555 $2.13 Billion
Q1 2022

May 13, 2022
BUY
$128.3 - $168.44 $103 Million - $136 Million
805,196 Added 4.52%
18,607,661 $2.54 Billion
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $42.1 Million - $47 Million
273,693 Added 1.56%
17,802,465 $2.82 Billion
Q3 2021

Nov 16, 2021
BUY
$146.97 - $166.98 $115 Million - $130 Million
781,114 Added 4.66%
17,528,772 $2.87 Billion
Q2 2021

Aug 16, 2021
BUY
$147.37 - $166.44 $15.8 Million - $17.8 Million
106,907 Added 0.64%
16,747,658 $2.6 Billion
Q1 2021

May 17, 2021
SELL
$125.65 - $157.65 $9.9 Million - $12.4 Million
-78,808 Reduced 0.47%
16,640,751 $2.53 Billion
Q4 2020

Feb 16, 2021
SELL
$96.54 - $127.07 $34.8 Million - $45.7 Million
-359,992 Reduced 2.11%
16,719,559 $2.12 Billion
Q3 2020

Nov 13, 2020
SELL
$91.28 - $103.82 $60.9 Million - $69.2 Million
-666,638 Reduced 3.76%
17,079,551 $1.64 Billion
Q2 2020

Aug 14, 2020
SELL
$84.03 - $113.45 $20.8 Million - $28.1 Million
-248,109 Reduced 1.38%
17,746,189 $1.67 Billion
Q1 2020

May 15, 2020
BUY
$79.03 - $141.09 $254 Million - $453 Million
3,212,854 Added 21.74%
17,994,298 $1.62 Billion
Q4 2019

Feb 07, 2020
SELL
$111.82 - $139.4 $14.6 Million - $18.3 Million
-130,956 Reduced 0.88%
14,781,444 $2.06 Billion
Q3 2019

Nov 08, 2019
SELL
$104.8 - $120.23 $11.4 Million - $13.1 Million
-108,676 Reduced 0.72%
14,912,400 $1.76 Billion
Q2 2019

Aug 09, 2019
BUY
$104.64 - $116.12 $28.9 Million - $32 Million
275,854 Added 1.87%
15,021,076 $1.68 Billion
Q1 2019

May 14, 2019
BUY
$97.11 - $107.19 $84.6 Million - $93.4 Million
870,921 Added 6.28%
14,745,222 $1.49 Billion
Q4 2018

Feb 14, 2019
BUY
$92.14 - $115.32 $40.7 Million - $50.9 Million
441,687 Added 3.29%
13,874,301 $1.35 Billion
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $43.8 Million - $50.2 Million
423,192 Added 3.25%
13,432,614 $1.52 Billion
Q2 2018

Aug 08, 2018
BUY
$103.24 - $114.29 $27.9 Million - $30.9 Million
270,508 Added 2.12%
13,009,422 $1.36 Billion
Q1 2018

May 07, 2018
BUY
$107.01 - $118.77 $5.29 Million - $5.87 Million
49,436 Added 0.39%
12,738,914 $1.4 Billion
Q4 2017

Jan 17, 2018
BUY
$95.86 - $107.83 $35.8 Million - $40.3 Million
373,921 Added 3.04%
12,689,478 $1.36 Billion
Q3 2017

Nov 13, 2017
BUY
$88.42 - $95.51 $1.09 Billion - $1.18 Billion
12,315,557
12,315,557 $1.18 Billion

Others Institutions Holding JPM

# of Institutions
5,357
Shares Held
2.02B
Call Options Held
28.7M
Put Options Held
30.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $871B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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