Jpmorgan Chase & CO Schwab Fundamental U S Small C Transaction History

Jpmorgan Chase & CO

  • $1.27 Trillion
  • Q1 2025

A detailed history of Jpmorgan Chase & CO transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Jpmorgan Chase & CO holds 116,044 shares of FNDA stock, worth $3.62 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
116,044
Previous 105,849 9.63%
Holding current value
$3.62 Million
Previous $3.14 Million 1.11%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$26.87 - $30.99 $273,939 - $315,943
10,195 Added 9.63%
116,044 $3.18 Million
Q4 2024

Feb 12, 2025
BUY
$29.26 - $59.11 $1.88 Million - $3.81 Million
64,419 Added 155.49%
105,849 $3.14 Million
Q3 2024

Dec 26, 2024
SELL
$54.26 - $60.01 $60,391 - $66,791
-1,113 Reduced 2.62%
41,430 $2.47 Million
Q3 2024

Nov 08, 2024
SELL
$54.26 - $60.01 $60,391 - $66,791
-1,113 Reduced 2.62%
41,430 $2.47 Million
Q2 2024

Dec 26, 2024
BUY
$52.82 - $57.21 $58,788 - $63,674
1,113 Added 2.69%
42,543 $2.34 Million
Q2 2024

Aug 12, 2024
SELL
$52.82 - $57.21 $242,021 - $262,136
-4,582 Reduced 9.72%
42,543 $2.34 Million
Q1 2024

Dec 26, 2024
BUY
$52.35 - $57.03 $298,133 - $324,785
5,695 Added 13.75%
47,125 $2.69 Million
Q1 2024

May 10, 2024
BUY
$52.35 - $57.03 $578,886 - $630,637
11,058 Added 30.66%
47,125 $2.69 Million
Q4 2023

Dec 26, 2024
SELL
$44.98 - $56.11 $241,227 - $300,917
-5,363 Reduced 12.94%
36,067 $2 Million
Q4 2023

Feb 12, 2024
BUY
$44.98 - $56.11 $684,010 - $853,264
15,207 Added 72.9%
36,067 $2 Million
Q3 2023

Nov 14, 2023
SELL
$47.76 - $53.58 $39,831 - $44,685
-834 Reduced 3.84%
20,860 $1.01 Million
Q2 2023

Aug 11, 2023
BUY
$46.06 - $50.45 $513,891 - $562,870
11,157 Added 105.88%
21,694 $1.09 Million
Q1 2023

May 11, 2023
SELL
$46.21 - $53.63 $1,201 - $1,394
-26 Reduced 0.25%
10,537 $512,000
Q4 2022

Feb 13, 2023
BUY
$43.53 - $50.11 $331,393 - $381,487
7,613 Added 258.07%
10,563 $493,000
Q3 2022

Nov 14, 2022
SELL
$42.52 - $52.23 $4,252 - $5,223
-100 Reduced 3.28%
2,950 $125,000
Q2 2022

Aug 11, 2022
BUY
$44.28 - $53.81 $13,151 - $15,981
297 Added 10.79%
3,050 $138,000
Q1 2022

May 11, 2022
SELL
$50.55 - $56.5 $42,613 - $47,629
-843 Reduced 23.44%
2,753 $147,000
Q4 2021

Feb 10, 2022
BUY
$52.31 - $57.77 $46,137 - $50,953
882 Added 32.5%
3,596 $200,000
Q3 2021

Nov 12, 2021
BUY
$50.41 - $54.9 $136,812 - $148,998
2,714 New
2,714 $143,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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