A detailed history of Schmidt P J Investment Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 34,866 shares of JPM stock, worth $8.67 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
34,866
Previous 35,530 1.87%
Holding current value
$8.67 Million
Previous $7.19 Million 2.27%
% of portfolio
1.27%
Previous 1.31%

Shares

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

Oct 23, 2024

SELL
$194.9 - $224.8 $129,413 - $149,267
-664 Reduced 1.87%
34,866 $7.35 Million
Q2 2024

Jul 29, 2024

BUY
$180.08 - $204.79 $72,392 - $82,325
402 Added 1.14%
35,530 $7.19 Million
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $103,762 - $124,386
-621 Reduced 1.74%
35,128 $7.04 Million
Q4 2023

Jan 29, 2024

SELL
$135.69 - $170.3 $113,029 - $141,859
-833 Reduced 2.28%
35,749 $6.08 Million
Q3 2023

Oct 20, 2023

SELL
$143.21 - $158.0 $70,602 - $77,894
-493 Reduced 1.33%
36,582 $5.31 Million
Q2 2023

Jul 26, 2023

SELL
$127.47 - $145.44 $21,287 - $24,288
-167 Reduced 0.45%
37,075 $5.39 Million
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $47,091 - $54,212
377 Added 1.02%
37,242 $4.85 Million
Q4 2022

Feb 01, 2023

SELL
$101.96 - $137.84 $6,627 - $8,959
-65 Reduced 0.18%
36,865 $4.94 Million
Q3 2022

Oct 24, 2022

SELL
$20.73 - $120.58 $17,081 - $99,357
-824 Reduced 2.18%
36,930 $4.51 Million
Q2 2022

Aug 24, 2022

BUY
$112.61 - $135.91 $11,486 - $13,862
102 Added 0.27%
37,754 $4.36 Million
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $100,330 - $131,720
782 Added 2.12%
37,652 $5.13 Million
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $39,870 - $44,491
259 Added 0.71%
36,870 $5.48 Million
Q3 2021

Oct 27, 2021

SELL
$146.97 - $166.98 $24,250 - $27,551
-165 Reduced 0.45%
36,611 $6.28 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $147,075 - $166,107
998 Added 2.79%
36,776 $5.54 Million
Q1 2021

Apr 30, 2021

SELL
$125.65 - $157.65 $30,281 - $37,993
-241 Reduced 0.67%
35,778 $5.55 Million
Q4 2020

Feb 01, 2021

SELL
$96.54 - $127.07 $94,995 - $125,036
-984 Reduced 2.66%
36,019 $4.64 Million
Q3 2020

Oct 28, 2020

SELL
$91.28 - $103.82 $3.6 Million - $4.1 Million
-39,480 Closed
0 $0
Q2 2020

Jul 29, 2020

SELL
$84.03 - $113.45 $46,636 - $62,964
-555 Reduced 1.39%
39,480 $3.71 Million
Q1 2020

Apr 20, 2020

SELL
$79.03 - $141.09 $2,370 - $4,232
-30 Reduced 0.07%
40,035 $3.6 Million
Q4 2019

Jan 24, 2020

BUY
$111.82 - $139.4 $33,993 - $42,377
304 Added 0.76%
40,065 $5.59 Million
Q3 2019

Oct 23, 2019

BUY
$104.8 - $120.23 $7,860 - $9,017
75 Added 0.19%
39,761 $4.68 Million
Q2 2019

Jul 25, 2019

BUY
$104.64 - $116.12 $244,752 - $271,604
2,339 Added 6.26%
39,686 $4.44 Million
Q1 2019

Apr 25, 2019

BUY
$97.11 - $107.19 $445,443 - $491,680
4,587 Added 14.0%
37,347 $3.78 Million
Q4 2018

Feb 04, 2019

BUY
$92.14 - $115.32 $2.71 Million - $3.39 Million
29,375 Added 867.8%
32,760 $3.2 Million
Q3 2018

Oct 23, 2018

BUY
$103.61 - $118.63 $62,166 - $71,178
600 Added 21.54%
3,385 $382,000
Q2 2018

Jul 24, 2018

BUY
$103.24 - $114.29 $5,162 - $5,714
50 Added 1.83%
2,785 $290,000
Q1 2018

Apr 24, 2018

BUY
$107.01 - $118.77 $16,051 - $17,815
150 Added 5.8%
2,735 $301,000
Q4 2017

Jan 30, 2018

BUY
$95.86 - $107.83 $247,798 - $278,740
2,585
2,585 $276,000

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 $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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