Schmidt P J Investment Management Inc J P Morgan Diversified Return 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 Diversified Return stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 22,798 shares of JPSE stock, worth $1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

22,798

Previous 22,435 1.62%

Holding current value

$1 Million

Previous $1.05 Million 5.61%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	BUY	$42.78 - $48.51 $15,529 - $17,609	363 Added 1.62%	22,798 $993,000
Q4 2024 Jan 27, 2025	BUY	$46.77 - $51.7 $21,981 - $24,299	470 Added 2.14%	22,435 $1.05 Million
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

111

Shares Held

9.92M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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