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 $3.49 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

11,251

Previous 11,240 0.1%

Holding current value

$3.49 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

5,340

Shares Held

2.09B

Call Options Held

28.8M

Put Options Held

30.3M

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 $909B
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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Schrum Private Wealth Management LLC Jpmorgan Chase & CO Transaction History