JMPWA
LM

JP Morgan Private Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,542
Closed -$475K – 1650
2020
Q2 		$475K Buy
9,542
+4,612
+94% +$229K ﹤0.01% 1126
2020
Q1 		$241K Buy
+4,930
New +$215K ﹤0.01% 1221

JP Morgan Private Wealth Advisors's LM Position: Q3 2020 in Review

JP Morgan Private Wealth Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 9,542 shares — an estimated $475K sold.

JP Morgan Private Wealth Advisors first reported a position in LM in Q1 2020 and held it in 2 quarters. The position peaked at $475K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,542 Legg Mason, Inc. shares in Q3 2020, an estimated $475K.
  • JP Morgan Private Wealth Advisors first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Legg Mason, Inc. position peaked at $475K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.