CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in JPM — Jpmorgan Chase & Co
CIK 884546
SAN FRANCISCO, CA
Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,618,783,399
-$422,138,837 QoQ
Shares Held
19,101,113
+1.9% QoQ
Ownership
0.713%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.33286610052514.ToString("F0")%
Shared 0.ToString("F0")%
None 0.667133899474863.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,499,235,563 across 19 Banks - Diversified names. JPM ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
19,101,113 | $5,618,783,399 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,138,442 | $2,151,749,047 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,822,786 | $1,657,701,993 | |
| 4 | C |
Citigroup Inc
|
12,617,529 | $1,430,953,963 | |
| 5 | RY |
Royal Bank Of Canada
|
3,810,958 | $616,536,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,649,644 | $551,587,267 | |
| 7 | TD |
Toronto Dominion Bank
|
5,031,324 | $469,472,842 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,967,422 | $274,982,018 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,618,783,399 | 19,101,113 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,040,922,236 | 18,747,819 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,935,592,038 | 18,817,462 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,736,901,718 | 19,788,561 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,868,239,253 | 19,846,063 | Shares | Other | 2025-09-15 | |
| 2024-12-31 | $4,818,905,231 | 20,103,063 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,223,935,078 | 20,031,941 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $4,088,536,833 | 20,214,263 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,051,375,360 | 20,226,537 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,430,984,869 | 20,170,399 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $2,902,716,404 | 20,015,973 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,924,506,791 | 20,107,995 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,632,778,287 | 20,203,962 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,693,050,241 | 20,082,403 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,044,958,514 | 19,568,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,131,206,747 | 18,925,555 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,536,596,346 | 18,607,661 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,819,020,332 | 17,802,465 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,869,284,687 | 17,528,772 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,604,930,725 | 16,747,658 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,533,221,524 | 16,640,751 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,124,554,362 | 16,719,559 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,644,248,374 | 17,079,551 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,669,206,537 | 17,746,189 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $1,620,026,648 | 17,994,298 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||