A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 2,044 shares of JPM stock, worth $430,834. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,044
Holding current value
$430,834
% of portfolio
0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $368,083 - $418,590
2,044 New
2,044 $413,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $202,853 - $233,531
1,624 New
1,624 $211,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $48,872 - $58,984
-434 Reduced 18.68%
1,889 $213,000
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $123,152 - $137,424
800 Added 52.53%
2,323 $368,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $6,025 - $6,846
-41 Reduced 2.62%
1,523 $249,000
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $28,737 - $32,455
195 Added 14.24%
1,564 $243,000
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $172,014 - $215,822
1,369 New
1,369 $208,000
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $353,206 - $404,409
-3,409 Closed
0 $0
Q1 2018

Jul 27, 2018

BUY
$107.01 - $118.77 $333,336 - $369,968
3,115 Added 1059.52%
3,409 $375,000
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $286,893 - $318,422
-2,681 Reduced 90.12%
294 $32,000
Q4 2017

Feb 07, 2018

BUY
$95.86 - $107.83 $18,596 - $20,919
194 Added 6.98%
2,975 $318,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,781
2,781 $254,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $618B
  • 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
Track This Portfolio

Track Jacobson & Schmitt Advisors, LLC Portfolio

Follow Jacobson & Schmitt Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobson & Schmitt Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobson & Schmitt Advisors, LLC with notifications on news.