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 10,880 shares of JPM stock, worth $2.7 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
10,880
Previous 11,533 5.66%
Holding current value
$2.7 Million
Previous $2.33 Million 1.67%
% of portfolio
1.19%
Previous 2.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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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