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

Jpmorgan Chase & CO

  • $1.27 Trillion
  • Q1 2025

A detailed history of Jpmorgan Chase & CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Jpmorgan Chase & CO holds 189,115 shares of FNDX stock, worth $4.76 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
189,115
Previous 137,073 37.97%
Holding current value
$4.76 Million
Previous $3.25 Million 37.6%
% 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
$23.03 - $25.01 $1.2 Million - $1.3 Million
52,042 Added 37.97%
189,115 $4.47 Million
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $2.42 Million - $7.41 Million
103,216 Added 304.86%
137,073 $3.25 Million
Q3 2024

Dec 26, 2024
SELL
$65.36 - $71.76 $1.29 Million - $1.42 Million
-19,744 Reduced 36.84%
33,857 $2.43 Million
Q3 2024

Nov 08, 2024
SELL
$65.36 - $71.76 $1.29 Million - $1.42 Million
-19,744 Reduced 36.84%
33,857 $2.43 Million
Q2 2024

Dec 26, 2024
BUY
$63.87 - $67.55 $1.26 Million - $1.33 Million
19,744 Added 58.32%
53,601 $3.59 Million
Q2 2024

Aug 12, 2024
BUY
$63.87 - $67.55 $972,803 - $1.03 Million
15,231 Added 39.7%
53,601 $3.59 Million
Q1 2024

Dec 26, 2024
BUY
$60.89 - $67.39 $274,796 - $304,131
4,513 Added 13.33%
38,370 $2.59 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $889,907 - $984,904
14,615 Added 61.52%
38,370 $2.59 Million
Q4 2023

Dec 26, 2024
SELL
$53.46 - $62.11 $540,052 - $627,435
-10,102 Reduced 29.84%
23,755 $1.47 Million
Q4 2023

Feb 12, 2024
BUY
$53.46 - $62.11 $1.11 Million - $1.29 Million
20,719 Added 682.44%
23,755 $1.47 Million
Q3 2023

Nov 14, 2023
SELL
$55.81 - $59.78 $548,221 - $587,218
-9,823 Reduced 76.39%
3,036 $169,000
Q2 2023

Aug 11, 2023
BUY
$53.84 - $57.58 $547,175 - $585,185
10,163 Added 376.97%
12,859 $740,000
Q1 2023

May 11, 2023
BUY
$52.49 - $57.54 $29,709 - $32,567
566 Added 26.57%
2,696 $148,000
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $55,452 - $64,807
1,145 Added 116.24%
2,130 $114,000
Q3 2022

Nov 14, 2022
SELL
$47.76 - $56.79 $13,086 - $15,560
-274 Reduced 21.76%
985 $47,000
Q2 2022

Aug 11, 2022
BUY
$49.93 - $59.29 $34,251 - $40,672
686 Added 119.72%
1,259 $64,000
Q1 2022

May 11, 2022
SELL
$55.41 - $59.9 $10,361 - $11,201
-187 Reduced 24.61%
573 $34,000
Q4 2021

Feb 10, 2022
BUY
$54.44 - $58.74 $19,707 - $21,263
362 Added 90.95%
760 $45,000
Q3 2021

Nov 12, 2021
BUY
$52.82 - $56.3 $21,022 - $22,407
398 New
398 $21,000

Others Institutions Holding FNDX

# of Institutions
696
Shares Held
594M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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