Schrum Private Wealth Management LLC Jpmorgan Chase & CO Transaction History

Schrum Private Wealth Management LLC

$124 Million
Q2 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 11,251 shares of JPM stock, worth $3.25 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

11,251

Previous 11,240 0.1%

Holding current value

$3.25 Million

Previous $2.76 Million 18.28%

% of portfolio

2.63%

Previous 2.44%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$210.28 - $289.91 $2,313 - $3,189	11 Added 0.1%	11,251 $3.26 Million
Q1 2025 May 02, 2025	BUY	$225.19 - $279.95 $1,125 - $1,399	5 Added 0.04%	11,240 $2.76 Million
Q4 2024 Feb 06, 2025	BUY	$205.18 - $250.29 $72,838 - $88,852	355 Added 3.26%	11,235 $2.69 Million
Q3 2024 Nov 05, 2024	SELL	$194.9 - $224.8 $127,269 - $146,794	-653 Reduced 5.66%	10,880 $2.29 Million
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $900 - $1,023	5 Added 0.04%	11,533 $2.33 Million
Q1 2024 May 02, 2024	BUY	$167.09 - $200.3 $1.09 Million - $1.31 Million	6,527 Added 130.51%	11,528 $2.31 Million
Q4 2023 Jan 25, 2024	SELL	$135.69 - $170.3 $874,929 - $1.1 Million	-6,448 Reduced 56.32%	5,001 $850,000
Q3 2023 Nov 06, 2023	BUY	$143.21 - $158.0 $859 - $948	6 Added 0.05%	11,449 $1.66 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $764 - $872	6 Added 0.05%	11,443 $1.66 Million
Q1 2023 Apr 19, 2023	SELL	$124.91 - $143.8 $4,371 - $5,033	-35 Reduced 0.31%	11,437 $1.49 Million
Q4 2022 Jan 19, 2023	SELL	$101.96 - $137.84 $49,756 - $67,265	-488 Reduced 4.08%	11,472 $0
Q3 2022 Oct 26, 2022	SELL	$20.73 - $120.58 $9,743 - $56,672	-470 Reduced 3.78%	11,960 $1.25 Million
Q2 2022 Jul 22, 2022	SELL	$112.61 - $135.91 $43,129 - $52,053	-383 Reduced 2.99%	12,430 $1.4 Million
Q1 2022 May 05, 2022	SELL	$128.3 - $168.44 $4,747 - $6,232	-37 Reduced 0.29%	12,813 $1.67 Million
Q4 2021 Mar 11, 2022	BUY	$153.94 - $171.78 $1.98 Million - $2.21 Million	12,850 New	12,850 $2.03 Million

Others Institutions Holding JPM

# of Institutions

5,264

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $847B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Account

Schrum Private Wealth Management LLC Jpmorgan Chase & CO Transaction History