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

Schmidt P J Investment Management Inc

  • $577 Million
  • Q3 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 21,965 shares of JPSE stock, worth $1.03 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
21,965
Previous 21,023 4.48%
Holding current value
$1.03 Million
Previous $916,000 15.07%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Oct 23, 2024
BUY
$43.03 - $48.28 $40,534 - $45,479
942 Added 4.48%
21,965 $1.05 Million
Q2 2024

Jul 29, 2024
BUY
$42.08 - $45.34 $24,700 - $26,614
587 Added 2.87%
21,023 $916,000
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
98
Shares Held
8.06M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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