PJSIMP
P.J. Schmidt Investment Management (PJS)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.64M | Sell |
33,248
-29
| -0.1% | -$8.41K | 1.67% | 15 |
|
|
2025
Q1 | $8.16M | Sell |
33,277
-330
| -1% | -$80.9K | 1.5% | 18 |
|
|
2024
Q4 | $8.06M | Sell |
33,607
-1,259
| -4% | -$302K | 1.4% | 19 |
|
|
2024
Q3 | $7.35M | Sell |
34,866
-664
| -2% | -$140K | 1.27% | 24 |
|
|
2024
Q2 | $7.19M | Buy |
35,530
+402
| +1% | +$81.3K | 1.31% | 22 |
|
|
2024
Q1 | $7.04M | Sell |
35,128
-621
| -2% | -$124K | 1.33% | 22 |
|
|
2023
Q4 | $6.16M | Sell |
35,749
-833
| -2% | -$144K | 1.22% | 25 |
|
|
2023
Q3 | $5.31M | Sell |
36,582
-493
| -1% | -$71.6K | 1.14% | 25 |
|
|
2023
Q2 | $5.81M | Sell |
37,075
-167
| -0.4% | -$26.2K | 1.16% | 25 |
|
|
2023
Q1 | $5.1M | Buy |
37,242
+377
| +1% | +$51.7K | 1.07% | 28 |
|
|
2022
Q4 | $4.94M | Sell |
36,865
-65
| -0.2% | -$8.72K | 1.12% | 29 |
|
|
2022
Q3 | $4.51M | Sell |
36,930
-824
| -2% | -$101K | 1.09% | 31 |
|
|
2022
Q2 | $4.36M | Buy |
37,754
+102
| +0.3% | +$11.8K | 0.95% | 32 |
|
|
2022
Q1 | $4.49M | Buy |
37,652
+782
| +2% | +$93.3K | 1% | 28 |
|
|
2021
Q4 | $5.48M | Buy |
36,870
+259
| +0.7% | +$38.5K | 1.09% | 24 |
|
|
2021
Q3 | $6.28M | Sell |
36,611
-165
| -0.4% | -$28.3K | 1.23% | 24 |
|
|
2021
Q2 | $5.54M | Buy |
36,776
+998
| +3% | +$150K | 1.11% | 27 |
|
|
2021
Q1 | $5.55M | Sell |
35,778
-241
| -0.7% | -$37.4K | 1.16% | 26 |
|
|
2020
Q4 | $4.64M | Sell |
36,019
-984
| -3% | -$127K | 1.05% | 28 |
|
|
2020
Q3 | $3.68M | Sell |
37,003
-2,477
| -6% | -$246K | 0.89% | 33 |
|
|
2020
Q2 | $3.71M | Sell |
39,480
-555
| -1% | -$52.2K | 1.11% | 32 |
|
|
2020
Q1 | $3.6M | Sell |
40,035
-30
| -0.1% | -$2.7K | 1.25% | 28 |
|
|
2019
Q4 | $5.59M | Buy |
40,065
+304
| +0.8% | +$42.4K | 1.5% | 24 |
|
|
2019
Q3 | $4.68M | Buy |
39,761
+75
| +0.2% | +$8.83K | 1.33% | 29 |
|
|
2019
Q2 | $4.44M | Buy |
39,686
+2,339
| +6% | +$262K | 1.28% | 29 |
|
|
2019
Q1 | $3.78M | Buy |
37,347
+4,587
| +14% | +$464K | 1.11% | 36 |
|
|
2018
Q4 | $3.2M | Buy |
32,760
+29,375
| +868% | +$2.87M | 1.05% | 36 |
|
|
2018
Q3 | $382K | Buy |
3,385
+600
| +22% | +$67.7K | 0.11% | 106 |
|
|
2018
Q2 | $290K | Buy |
2,785
+50
| +2% | +$5.21K | 0.08% | 118 |
|
|
2018
Q1 | $301K | Buy |
2,735
+150
| +6% | +$16.5K | 0.09% | 112 |
|
|
2017
Q4 | $276K | Hold |
2,585
| – | – | 0.08% | 119 |
|
|
2017
Q3 | $247K | Buy |
2,585
+250
| +11% | +$23.9K | 0.07% | 117 |
|
|
2017
Q2 | $213K | Buy |
+2,335
| New | +$213K | 0.06% | 123 |
|