P.J. Schmidt Investment Management (PJS)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.64M | Sell |
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|
2025
Q1 | $8.16M | Sell |
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|
2024
Q4 | $8.06M | Sell |
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|
2024
Q3 | $7.35M | Sell |
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|
2024
Q2 | $7.19M | Buy |
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|
2024
Q1 | $7.04M | Sell |
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|
2023
Q4 | $6.16M | Sell |
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|
2023
Q3 | $5.31M | Sell |
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|
2023
Q2 | $5.81M | Sell |
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|
2023
Q1 | $5.1M | Buy |
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $4.51M | Sell |
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|
2022
Q2 | $4.36M | Buy |
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | $5.48M | Buy |
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|
2021
Q3 | $6.28M | Sell |
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|
2021
Q2 | $5.54M | Buy |
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|
2021
Q1 | $5.55M | Sell |
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|
2020
Q4 | $4.63M | Sell |
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|
2020
Q3 | $3.68M | Sell |
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|
2020
Q2 | $3.71M | Sell |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $5.58M | Buy |
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|
2019
Q3 | $4.68M | Buy |
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|
2019
Q2 | $4.44M | Buy |
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|
2019
Q1 | $3.78M | Buy |
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|
2018
Q4 | $3.2M | Buy |
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|
2018
Q3 | $382K | Buy |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $301K | Buy |
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|
2017
Q4 | $276K | Hold |
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|
2017
Q3 | $247K | Buy |
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|
2017
Q2 | $213K | Buy |
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