Schrum Private Wealth Management LLC JPM Holdings History
Schrum Private Wealth Management LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 11,251.00 shares of JPMorgan Chase & Co(JPM), totaling $3.26 Mil. This investment constitutes 2.62% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then Schrum Private Wealth Management LLC has made 7 purchases of JPM, at an average price of $170.82, for a total of 19,765.00 shares. In addition, there have been 7 sales at an average price of $151.31 for 8,514.00 shares. Based on historical transaction data and JPM's current price of $296.55, Schrum Private Wealth Management LLC's estimated gain on his JPM holdings is $1.25 Mil, reflecting a 36.98% gain to date.
Schrum Private Wealth Management LLC JPM ($296.55) Holding Chart
Schrum Private Wealth Management LLC JPM ($296.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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