JP Morgan Chase’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-649,453
| Closed | -$32.3M | – | 6018 |
|
|
2020
Q2 | $32.3M | Sell |
649,453
-150,138
| -19% | -$7.46M | 0.01% | 1085 |
|
|
2020
Q1 | $39.1M | Buy |
799,591
+521,579
| +188% | +$22.8M | 0.01% | 908 |
|
|
2019
Q4 | $9.98M | Buy |
278,012
+43,322
| +18% | +$1.61M | ﹤0.01% | 2120 |
|
|
2019
Q3 | $8.96M | Buy |
234,690
+12,392
| +6% | +$469K | ﹤0.01% | 2219 |
|
|
2019
Q2 | $8.28M | Sell |
222,298
-30,612
| -12% | -$1.06M | ﹤0.01% | 2253 |
|
|
2019
Q1 | $6.92M | Buy |
252,910
+129,930
| +106% | +$3.73M | ﹤0.01% | 2340 |
|
|
2018
Q4 | $3.14M | Sell |
122,980
-201,971
| -62% | -$5.66M | ﹤0.01% | 2939 |
|
|
2018
Q3 | $10.1M | Buy |
324,951
+178,222
| +121% | +$5.76M | ﹤0.01% | 2198 |
|
|
2018
Q2 | $5.1M | Sell |
146,729
-10,123
| -6% | -$384K | ﹤0.01% | 2670 |
|
|
2018
Q1 | $6.37M | Sell |
156,852
-17,454
| -10% | -$720K | ﹤0.01% | 2378 |
|
|
2017
Q4 | $7.32M | Buy |
174,306
+45,768
| +36% | +$1.8M | ﹤0.01% | 2370 |
|
|
2017
Q3 | $5.06M | Sell |
128,538
-237,839
| -65% | -$9.13M | ﹤0.01% | 2564 |
|
|
2017
Q2 | $14M | Buy |
366,377
+159,712
| +77% | +$6.05M | ﹤0.01% | 1708 |
|
|
2017
Q1 | $7.46M | Buy |
206,665
+26,711
| +15% | +$925K | ﹤0.01% | 2139 |
|
|
2016
Q4 | $5.38M | Sell |
179,954
-1,617,977
| -90% | -$50.8M | ﹤0.01% | 2397 |
|
|
2016
Q3 | $60.2M | Sell |
1,797,931
-622,663
| -26% | -$20.7M | 0.01% | 754 |
|
|
2016
Q2 | $71.4M | Sell |
2,420,594
-850,691
| -26% | -$27.6M | 0.02% | 684 |
|
|
2016
Q1 | $113M | Sell |
3,271,285
-2,149,072
| -40% | -$67.4M | 0.03% | 518 |
|
|
2015
Q4 | $213M | Buy |
5,420,357
+38,974
| +0.7% | +$1.67M | 0.05% | 374 |
|
|
2015
Q3 | $224M | Sell |
5,381,383
-163,817
| -3% | -$7.59M | 0.06% | 334 |
|
|
2015
Q2 | $286M | Buy |
5,545,200
+271,801
| +5% | +$14.6M | 0.07% | 316 |
|
|
2015
Q1 | $291M | Sell |
5,273,399
-1,117,386
| -17% | -$62.7M | 0.07% | 326 |
|
|
2014
Q4 | $341M | Buy |
6,390,785
+925,389
| +17% | +$48.8M | 0.08% | 291 |
|
|
2014
Q3 | $280M | Buy |
5,465,396
+640,767
| +13% | +$31.8M | 0.07% | 321 |
|
|
2014
Q2 | $248M | Buy |
4,824,629
+102,108
| +2% | +$4.92M | 0.06% | 338 |
|
|
2014
Q1 | $232M | Buy |
4,722,521
+428,506
| +10% | +$19.1M | 0.06% | 319 |
|
|
2013
Q4 | $187M | Buy |
4,294,015
+1,983,143
| +86% | +$76.9M | 0.05% | 361 |
|
|
2013
Q3 | $77.3M | Buy |
2,310,872
+475,997
| +26% | +$15.9M | 0.02% | 618 |
|
|
2013
Q2 | $56.9M | Buy |
+1,834,875
| New | +$60M | 0.02% | 700 |
|
JP Morgan Chase's LM Position: Q3 2020 in Review
JP Morgan Chase sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 649,453 shares — an estimated $32.3M sold.
JP Morgan Chase first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $341M in Q4 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- JP Morgan Chase reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- JP Morgan Chase sold 649,453 Legg Mason, Inc. shares in Q3 2020, an estimated $32.3M.
- JP Morgan Chase first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- JP Morgan Chase's Legg Mason, Inc. position peaked at $341M in Q4 2014.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on JP Morgan Chase's 13F filing for Q3 2020, filed 12 Nov 2020.