FLI
Family Legacy Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Sell |
27,667
-1,461
| -5% | -$424K | 2.61% | 3 |
|
|
2025
Q1 | $7.15M | Sell |
29,128
-2,297
| -7% | -$563K | 2.45% | 4 |
|
|
2024
Q4 | $7.64M | Sell |
31,425
-660
| -2% | -$160K | 2.59% | 3 |
|
|
2024
Q3 | $6.77M | Sell |
32,085
-124
| -0.4% | -$26.1K | 2.25% | 4 |
|
|
2024
Q2 | $6.51M | Sell |
32,209
-1,075
| -3% | -$217K | 2.33% | 4 |
|
|
2024
Q1 | $6.67M | Sell |
33,284
-674
| -2% | -$135K | 2.4% | 3 |
|
|
2023
Q4 | $5.78M | Buy |
33,958
+7
| +0% | +$1.19K | 2.21% | 4 |
|
|
2023
Q3 | $4.92M | Buy |
33,951
+11
| +0% | +$1.6K | 2.06% | 9 |
|
|
2023
Q2 | $4.94M | Sell |
33,940
-4
| -0% | -$582 | 1.99% | 8 |
|
|
2023
Q1 | $4.42M | Buy |
33,944
+879
| +3% | +$115K | 1.89% | 12 |
|
|
2022
Q4 | $4.6M | Buy |
33,065
+584
| +2% | +$81.2K | 2.01% | 12 |
|
|
2022
Q3 | $3.39M | Buy |
32,481
+448
| +1% | +$46.8K | 1.71% | 15 |
|
|
2022
Q2 | $3.62M | Buy |
32,033
+200
| +0.6% | +$22.6K | 1.72% | 15 |
|
|
2022
Q1 | $4.34M | Buy |
31,833
+250
| +0.8% | +$34.1K | 1.81% | 12 |
|
|
2021
Q4 | $5.29M | Buy |
31,583
+617
| +2% | +$103K | 2.16% | 6 |
|
|
2021
Q3 | $5.27M | Sell |
30,966
-1,349
| -4% | -$230K | 2.37% | 4 |
|
|
2021
Q2 | $4.88M | Sell |
32,315
-62
| -0.2% | -$9.36K | 2.18% | 5 |
|
|
2021
Q1 | $4.93M | Sell |
32,377
-1,361
| -4% | -$207K | 2.35% | 5 |
|
|
2020
Q4 | $4.29M | Buy |
33,738
+16
| +0% | +$2.03K | 2.21% | 5 |
|
|
2020
Q3 | $3.25M | Buy |
33,722
+1,059
| +3% | +$102K | 1.84% | 12 |
|
|
2020
Q2 | $3.07M | Sell |
32,663
-461
| -1% | -$43.4K | 1.85% | 12 |
|
|
2020
Q1 | $2.98M | Buy |
33,124
+370
| +1% | +$33.3K | 2.15% | 9 |
|
|
2019
Q4 | $4.49M | Buy |
32,754
+1,346
| +4% | +$184K | 2.55% | 3 |
|
|
2019
Q3 | $4.08M | Buy |
31,408
+2,854
| +10% | +$371K | 2.55% | 3 |
|
|
2019
Q2 | $3.19M | Buy |
28,554
+182
| +0.6% | +$20.3K | 2.49% | 3 |
|
|
2019
Q1 | $3M | Buy |
28,372
+142
| +0.5% | +$15K | 2.43% | 7 |
|
|
2018
Q4 | $2.76M | Buy |
28,230
+447
| +2% | +$43.6K | 2.46% | 3 |
|
|
2018
Q3 | $3.14M | Sell |
27,783
-1,859
| -6% | -$210K | 2.56% | 3 |
|
|
2018
Q2 | $3.09M | Buy |
29,642
+262
| +0.9% | +$27.3K | 2.67% | 3 |
|
|
2018
Q1 | $3.23M | Sell |
29,380
-182
| -0.6% | -$20K | 2.99% | 3 |
|
|
2017
Q4 | $3.16M | Buy |
29,562
+13,162
| +80% | +$1.41M | 2.86% | 3 |
|
|
2017
Q3 | $1.57M | Sell |
16,400
-14,230
| -46% | -$1.36M | 3.99% | 5 |
|
|
2017
Q2 | $2.8M | Sell |
30,630
-419
| -1% | -$38.3K | 2.81% | 3 |
|
|
2017
Q1 | $2.73M | Buy |
+31,049
| New | +$2.73M | 2.84% | 4 |
|