Legacy Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $6.55M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $5.29M | Buy |
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|
2024
Q2 | $4.9M | Buy |
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|
2024
Q1 | $4.08M | Sell |
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|
2023
Q4 | $3.54M | Buy |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $2.95M | Buy |
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|
2023
Q1 | $962K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $625K | Sell |
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|
2022
Q2 | $675K | Buy |
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|
2022
Q1 | $667K | Buy |
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|
2021
Q4 | $522K | Sell |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $513K | Hold |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $266K | Sell |
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|
2020
Q1 | $810K | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $764K | Sell |
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|
2019
Q2 | $930K | Sell |
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|
2019
Q1 | $1.62M | Buy |
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|
2018
Q4 | $796K | Buy |
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|
2018
Q3 | $823K | Buy |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $264K | Buy |
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|
2017
Q4 | $169K | Sell |
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|
2017
Q3 | $157K | Buy |
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|
2017
Q2 | $106K | Hold |
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|
2017
Q1 | $102K | Hold |
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|
2016
Q4 | $100K | Buy |
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