A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 6,866 shares of JPM stock, worth $1.72 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,866
Previous 6,256 9.75%
Holding current value
$1.72 Million
Previous $1.27 Million 14.39%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Nov 06, 2024

BUY
$194.9 - $224.8 $118,889 - $137,128
610 Added 9.75%
6,866 $1.45 Million
Q2 2024

Aug 07, 2024

SELL
$180.08 - $204.79 $95,442 - $108,538
-530 Reduced 7.81%
6,256 $1.27 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $798,857 - $957,634
4,781 Added 238.45%
6,786 $1.36 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $272,058 - $341,451
2,005 New
2,005 $341,000
Q3 2022

Oct 26, 2022

SELL
$20.73 - $120.58 $25,808 - $150,122
-1,245 Reduced 16.58%
6,266 $655,000
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $161,707 - $195,166
1,436 Added 23.64%
7,511 $846,000
Q1 2022

May 02, 2022

SELL
$128.3 - $168.44 $6,415 - $8,422
-50 Reduced 0.82%
6,075 $828,000
Q4 2021

Jan 31, 2022

SELL
$153.94 - $171.78 $15,547 - $17,349
-101 Reduced 1.62%
6,125 $970,000
Q3 2021

Oct 14, 2021

BUY
$146.97 - $166.98 $231,183 - $262,659
1,573 Added 33.81%
6,226 $1.02 Million
Q2 2021

Jul 20, 2021

SELL
$147.37 - $166.44 $1,031 - $1,165
-7 Reduced 0.15%
4,653 $724,000
Q1 2021

Apr 26, 2021

BUY
$125.65 - $157.65 $337,118 - $422,974
2,683 Added 135.71%
4,660 $709,000
Q4 2020

Jan 21, 2021

SELL
$96.54 - $127.07 $184,487 - $242,830
-1,911 Reduced 49.15%
1,977 $251,000
Q3 2020

Oct 14, 2020

BUY
$91.28 - $103.82 $1,825 - $2,076
20 Added 0.52%
3,888 $374,000
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $12,604 - $17,017
150 Added 4.03%
3,868 $364,000
Q1 2020

Apr 21, 2020

BUY
$79.03 - $141.09 $293,833 - $524,572
3,718 New
3,718 $335,000

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 $733B
  • 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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