Schmidt P J Investment Management Inc J P Morgan Diversified Return Transaction History

Schmidt P J Investment Management Inc

  • $530 Million
  • Q1 2024

A detailed history of Schmidt P J Investment Management Inc transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 20,436 shares of JPSE stock, worth $879,361. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,436
Previous 18,218 12.17%
Holding current value
$879,361
Previous $802,000 15.09%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$41.74 - $45.2 $92,579 - $100,253
2,218 Added 12.17%
20,436 $923,000
Q4 2023

Jan 29, 2024
BUY
$36.92 - $44.74 $73,544 - $89,122
1,992 Added 12.28%
18,218 $802,000
Q3 2023

Oct 20, 2023
BUY
$38.77 - $43.1 $41,716 - $46,375
1,076 Added 7.1%
16,226 $637,000
Q2 2023

Jul 26, 2023
BUY
$37.79 - $40.96 $572,518 - $620,544
15,150 New
15,150 $620,000

Others Institutions Holding JPSE

# of Institutions
92
Shares Held
6.89M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email