A detailed history of Schubert & CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schubert & CO holds 1,425 shares of JPM stock, worth $428,027. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,425
Previous 1,527 6.68%
Holding current value
$428,027
Previous $442,000 1.58%
% of portfolio
0.37%
Previous 0.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025

SELL
$282.78 - $316.06 $28,843 - $32,238
-102 Reduced 6.68%
1,425 $449,000
Q2 2025

Jul 29, 2025

BUY
$210.28 - $289.91 $66,238 - $91,321
315 Added 25.99%
1,527 $442,000
Q1 2025

May 07, 2025

BUY
$225.19 - $279.95 $69,808 - $86,784
310 Added 34.37%
1,212 $297,000
Q4 2024

Jan 31, 2025

BUY
$205.18 - $250.29 $185,072 - $225,761
902 New
902 $216,000
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $3,247 - $3,738
-26 Reduced 3.2%
786 $102,000
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $4,180 - $5,651
41 Added 5.32%
812 $108,000
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $538 - $3,135
26 Added 3.49%
771 $81,000
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $12,612 - $15,221
112 Added 17.69%
745 $84,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $79,161 - $103,927
-617 Reduced 49.36%
633 $86,000
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $192,425 - $214,725
1,250 New
1,250 $198,000

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 $881B
  • 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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