JPMorgan Chase & Co. shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.0M | 35k | 200.30 |
| 2023-12-31 | $6.2M | 36k | 172.28 |
| 2023-09-30 | $5.3M | 37k | 145.29 |
| 2023-06-30 | $5.8M | 37k | 156.82 |
| 2023-03-31 | $5.1M | 37k | 137.05 |
| 2022-12-31 | $4.9M | 37k | 134.10 |
| 2022-09-30 | $4.5M | 37k | 122.23 |
| 2022-06-30 | $4.4M | 38k | 115.51 |
| 2022-03-31 | $4.5M | 38k | 119.36 |
| 2021-12-31 | $5.5M | 37k | 148.60 |
| 2021-09-30 | $6.3M | 37k | 171.40 |
| 2021-06-30 | $5.5M | 37k | 150.64 |
| 2021-03-31 | $5.6M | 36k | 155.18 |
| 2020-12-31 | $4.6M | 36k | 128.68 |
| 2020-09-30 | $3.7M | 37k | 99.34 |
| 2020-06-30 | $3.7M | 40k | 94.05 |
| 2020-03-31 | $3.6M | 40k | 90.02 |
| 2019-12-31 | $5.6M | 40k | 139.40 |
| 2019-09-30 | $4.7M | 40k | 117.68 |
| 2019-06-30 | $4.4M | 40k | 111.80 |
| 2019-03-31 | $3.8M | 37k | 101.24 |
| 2018-12-31 | $3.2M | 33k | 97.62 |
| 2018-09-30 | $382k | 3.4k | 112.85 |
| 2018-06-30 | $290k | 2.8k | 104.13 |
| 2018-03-31 | $301k | 2.7k | 110.05 |
| 2017-12-31 | $276k | 2.6k | 106.77 |
| 2017-09-30 | $247k | 2.6k | 95.55 |
| 2017-06-30 | $213k | 2.3k | 91.22 |
| 2011-06-30 | $205k | 5.0k | 41.00 |
| 2011-03-31 | $230k | 5.0k | 46.00 |
More positions owned by P.J. Schmidt Investment Management
View all positions for P.J. Schmidt Investment Management