Schechter Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 36,181 shares of JPM stock, worth $11.3 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

36,181

Previous 42,352 14.57%

Holding current value

$11.3 Million

Previous $10.2 Million 12.58%

% of portfolio

1.04%

Previous 1.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$225.19 - $279.95 $1.39 Million - $1.73 Million	-6,171 Reduced 14.57%	36,181 $8.88 Million
Q4 2024 Feb 06, 2025	SELL	$205.18 - $250.29 $444,009 - $541,627	-2,164 Reduced 4.86%	42,352 $10.2 Million
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $111,287 - $128,360	-571 Reduced 1.27%	44,516 $9.38 Million
Q2 2024 Aug 12, 2024	SELL	$180.08 - $204.79 $69,871 - $79,458	-388 Reduced 0.85%	45,087 $9.12 Million
Q1 2024 May 06, 2024	SELL	$167.09 - $200.3 $10,359 - $12,418	-62 Reduced 0.14%	45,475 $9.11 Million
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $3,527 - $4,427	26 Added 0.06%	45,537 $7.75 Million
Q3 2023 Nov 06, 2023	BUY	$143.21 - $158.0 $93,659 - $103,332	654 Added 1.46%	45,511 $6.6 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $97,259 - $110,970	763 Added 1.73%	44,857 $6.52 Million
Q1 2023 Apr 28, 2023	BUY	$124.91 - $143.8 $65,452 - $75,351	524 Added 1.2%	44,094 $5.75 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $123,881 - $167,475	1,215 Added 2.87%	43,570 $5.84 Million
Q3 2022 Nov 04, 2022	BUY	$20.73 - $120.58 $76,701 - $446,146	3,700 Added 9.57%	42,355 $4.43 Million
Q2 2022 Nov 03, 2022	BUY	$112.61 - $135.91 $4.35 Million - $5.25 Million	38,655 New	38,655 $4.35 Million
Q1 2022 Nov 18, 2022	SELL	$128.3 - $168.44 $1.01 Million - $1.32 Million	-7,846 Reduced 18.52%	34,509 $4.7 Million
Q4 2021 Dec 27, 2022	SELL	$153.94 - $171.78 $253,539 - $282,921	-1,647 Reduced 3.89%	40,708 $6.45 Million

Others Institutions Holding JPM

# of Institutions

5,376

Shares Held

2.01B

Call Options Held

28.8M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $913B
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 ...

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Schechter Investment Advisors, LLC Jpmorgan Chase & CO Transaction History