A detailed history of Schear Investment Advisers, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schear Investment Advisers, LLC holds 12,144 shares of JPM stock, worth $3.02 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
12,144
Previous 10,264 18.32%
Holding current value
$3.02 Million
Previous $2.08 Million 23.33%
% of portfolio
1.64%
Previous 1.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$194.9 - $224.8 $366,412 - $422,624
1,880 Added 18.32%
12,144 $2.56 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $153,248 - $174,276
851 Added 9.04%
10,264 $2.08 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $364,924 - $437,455
2,184 Added 30.21%
9,413 $1.89 Million
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $5,834 - $7,322
43 Added 0.6%
7,229 $1.23 Million
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $47,402 - $52,298
-331 Reduced 4.4%
7,186 $1.04 Million
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $327,852 - $374,071
2,572 Added 52.01%
7,517 $1.09 Million
Q1 2023

Apr 25, 2023

SELL
$124.91 - $143.8 $2,123 - $2,444
-17 Reduced 0.34%
4,945 $644 Million
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $505,925 - $683,962
4,962 New
4,962 $665 Million

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 $729B
  • 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
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