JPMORGAN CHASE & CO

Position in SCHZ — Schwab U.S. Aggregate Bond ETF

CIK 19617 NEW YORK, NY

All Filings in SCHZ

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SCHZ	$308,423,130	13,282,650	+5.5%	Shares	Other	2026-05-13
2025-12-31 SCHZ	$294,186,699	12,588,220	+3.7%	Shares	Other	2026-02-11
2025-09-30 SCHZ	$284,841,306	12,136,400	-2.3%	Shares	Other	2025-11-07
2025-06-30 SCHZ	$288,762,041	12,425,217	+1.3%	Shares	Other	2025-08-12
2025-03-31 SCHZ	$284,108,882	12,267,223	+4.7%	Shares	Other	2025-05-12
2024-12-31 SCHZ	$266,055,619	11,720,512	+85.2%	Shares	Other	2025-02-12
2024-09-30 SCHZ	—	6,330,057	+12.2%	Shares	Other	2024-12-26
2024-06-30 SCHZ	—	5,640,659	+26.0%	Shares	Defined	2024-12-26
2024-03-31 SCHZ	—	4,475,699	+14.6%	Shares	Defined	2024-12-26
2023-12-31 SCHZ	—	3,905,641	+61.4%	Shares	Defined	2024-12-26
2023-09-30 SCHZ	—	2,419,519	+4218.2%	Shares	Sole	2023-11-14
2023-06-30 SCHZ	—	56,031	+6.4%	Shares	Defined	2023-08-11
2023-03-31 SCHZ	—	52,658	+474.5%	Shares	Defined	2023-05-18
2022-12-31 SCHZ	—	9,166	+13.2%	Shares	Defined	2023-02-13
2022-09-30 SCHZ	—	8,094	+1.1%	Shares	Defined	2022-11-14
2022-06-30 SCHZ	—	8,002	-3.8%	Shares	Defined	2022-08-11
2022-03-31 SCHZ	—	8,321	+3.1%	Shares	Defined	2022-05-11
2021-12-31 SCHZ	—	8,070	+18.2%	Shares	Defined	2022-02-11
2021-09-30 SCHZ	—	6,827	+16.4%	Shares	Defined	2021-11-12
2021-06-30 SCHZ	—	5,867	+56.2%	Shares	Defined	2021-08-12
2021-03-31 SCHZ	—	3,756	-25.1%	Shares	Defined	2021-05-12
2020-12-31 SCHZ	—	5,018	-37.5%	Shares	Defined	2021-02-19
2020-09-30 SCHZ	—	8,029	+10.4%	Shares	Defined	2020-11-12
2020-06-30 SCHZ	—	7,270	+10.3%	Shares	Defined	2020-08-11
2020-03-31 SCHZ	—	6,591	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.