Schmidt P J Investment Management Inc J P Morgan Diversified Return Transaction History

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025

A detailed history of Schmidt P J Investment Management Inc transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 23,051 shares of JPSE stock, worth $1.13 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
23,051
Previous 23,697 2.73%
Holding current value
$1.13 Million
Previous $1.08 Million 6.59%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Oct 27, 2025
SELL
$45.04 - $50.93 $29,095 - $32,900
-646 Reduced 2.73%
23,051 $1.15 Million
Q2 2025

Aug 01, 2025
BUY
$38.2 - $45.49 $34,341 - $40,895
899 Added 3.94%
23,697 $1.08 Million
Q1 2025

May 21, 2025
BUY
$42.78 - $48.51 $15,529 - $17,609
363 Added 1.62%
22,798 $993,000
Q4 2024

Jan 27, 2025
BUY
$46.77 - $51.7 $21,981 - $24,299
470 Added 2.14%
22,435 $1.05 Million
Q3 2024

Oct 23, 2024
BUY
$43.03 - $48.28 $40,534 - $45,479
942 Added 4.48%
21,965 $1.05 Million
Q2 2024

Jul 29, 2024
BUY
$42.08 - $45.34 $24,700 - $26,614
587 Added 2.87%
21,023 $916,000
Q1 2024

Apr 26, 2024
BUY
$41.74 - $45.2 $92,579 - $100,253
2,218 Added 12.17%
20,436 $923,000
Q4 2023

Jan 29, 2024
BUY
$36.92 - $44.74 $73,544 - $89,122
1,992 Added 12.28%
18,218 $802,000
Q3 2023

Oct 20, 2023
BUY
$38.77 - $43.1 $41,716 - $46,375
1,076 Added 7.1%
16,226 $637,000
Q2 2023

Jul 26, 2023
BUY
$37.79 - $40.96 $572,518 - $620,544
15,150 New
15,150 $620,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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