Schmidt P J Investment Management Inc J P Morgan Exchg Traded Fd Transaction History

Schmidt P J Investment Management Inc

$533 Million
Q1 2025

A detailed history of Schmidt P J Investment Management Inc transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 78,581 shares of BBUS stock, worth $8.39 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

78,581

Previous 78,819 0.3%

Holding current value

$8.39 Million

Previous $8.35 Million 5.03%

% of portfolio

1.49%

Previous 1.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$99.5 - $110.97 $23,681 - $26,410	-238 Reduced 0.3%	78,581 $7.93 Million
Q4 2024 Jan 27, 2025	BUY	$102.46 - $110.17 $259,736 - $279,280	2,535 Added 3.32%	78,819 $8.35 Million
Q3 2024 Oct 23, 2024	BUY	$93.22 - $103.58 $432,540 - $480,611	4,640 Added 6.48%	76,284 $7.9 Million
Q2 2024 Jul 29, 2024	BUY	$89.42 - $98.82 $308,230 - $340,632	3,447 Added 5.05%	71,644 $7.03 Million
Q1 2024 Apr 26, 2024	BUY	$84.37 - $94.43 $2.25 Million - $2.52 Million	26,692 Added 64.31%	68,197 $6.44 Million
Q4 2023 Jan 29, 2024	BUY	$74.0 - $86.19 $504,902 - $588,074	6,823 Added 19.67%	41,505 $3.56 Million
Q3 2023 Oct 20, 2023	BUY	$76.76 - $82.55 $2.66 Million - $2.86 Million	34,682 New	34,682 $2.67 Million

Others Institutions Holding BBUS

# of Institutions

171

Shares Held

25.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
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Schmidt P J Investment Management Inc J P Morgan Exchg Traded Fd Transaction History