LA
Legacy Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,697
| Closed | -$6.55M | – | 219 |
|
|
2025
Q1 | $6.55M | Buy |
26,697
+62
| +0.2% | +$15.2K | 0.67% | 25 |
|
|
2024
Q4 | $6.38M | Buy |
26,635
+1,540
| +6% | +$369K | 0.62% | 27 |
|
|
2024
Q3 | $5.29M | Buy |
25,095
+859
| +4% | +$181K | 0.57% | 30 |
|
|
2024
Q2 | $4.9M | Buy |
24,236
+3,887
| +19% | +$786K | 0.6% | 28 |
|
|
2024
Q1 | $4.08M | Sell |
20,349
-475
| -2% | -$95.1K | 0.52% | 34 |
|
|
2023
Q4 | $3.54M | Buy |
20,824
+764
| +4% | +$130K | 0.46% | 37 |
|
|
2023
Q3 | $2.91M | Sell |
20,060
-245
| -1% | -$35.5K | 0.47% | 51 |
|
|
2023
Q2 | $2.95M | Buy |
20,305
+12,919
| +175% | +$1.88M | 0.44% | 51 |
|
|
2023
Q1 | $962K | Sell |
7,386
-346
| -4% | -$45.1K | 0.18% | 100 |
|
|
2022
Q4 | $1.04M | Buy |
7,732
+1,749
| +29% | +$235K | 0.19% | 85 |
|
|
2022
Q3 | $625K | Sell |
5,983
-13
| -0.2% | -$1.36K | 0.14% | 102 |
|
|
2022
Q2 | $675K | Buy |
5,996
+1,104
| +23% | +$124K | 0.14% | 95 |
|
|
2022
Q1 | $667K | Buy |
4,892
+1,594
| +48% | +$217K | 0.13% | 98 |
|
|
2021
Q4 | $522K | Sell |
3,298
-19
| -0.6% | -$3.01K | 0.19% | 70 |
|
|
2021
Q3 | $543K | Buy |
3,317
+19
| +0.6% | +$3.11K | 0.22% | 66 |
|
|
2021
Q2 | $513K | Hold |
3,298
| – | – | 0.21% | 69 |
|
|
2021
Q1 | $502K | Buy |
3,298
+875
| +36% | +$133K | 0.22% | 63 |
|
|
2020
Q4 | $308K | Sell |
2,423
-150
| -6% | -$19.1K | 0.18% | 82 |
|
|
2020
Q3 | $248K | Sell |
2,573
-250
| -9% | -$24.1K | 0.16% | 89 |
|
|
2020
Q2 | $266K | Sell |
2,823
-6,173
| -69% | -$582K | 0.21% | 77 |
|
|
2020
Q1 | $810K | Buy |
8,996
+1,091
| +14% | +$98.2K | 0.81% | 29 |
|
|
2019
Q4 | $1.1M | Buy |
7,905
+1,411
| +22% | +$197K | 0.7% | 33 |
|
|
2019
Q3 | $764K | Sell |
6,494
-1,821
| -22% | -$214K | 0.57% | 41 |
|
|
2019
Q2 | $930K | Sell |
8,315
-7,699
| -48% | -$861K | 0.63% | 36 |
|
|
2019
Q1 | $1.62M | Buy |
16,014
+7,865
| +97% | +$797K | 0.53% | 44 |
|
|
2018
Q4 | $796K | Buy |
8,149
+856
| +12% | +$83.6K | 0.6% | 40 |
|
|
2018
Q3 | $823K | Buy |
7,293
+4,460
| +157% | +$503K | 0.41% | 68 |
|
|
2018
Q2 | $295K | Buy |
2,833
+436
| +18% | +$45.4K | 0.22% | 74 |
|
|
2018
Q1 | $264K | Buy |
2,397
+809
| +51% | +$89.1K | 0.19% | 70 |
|
|
2017
Q4 | $169K | Sell |
1,588
-66
| -4% | -$7.02K | 0.16% | 62 |
|
|
2017
Q3 | $157K | Buy |
1,654
+489
| +42% | +$46.4K | 0.17% | 57 |
|
|
2017
Q2 | $106K | Hold |
1,165
| – | – | 0.14% | 71 |
|
|
2017
Q1 | $102K | Hold |
1,165
| – | – | 0.14% | 68 |
|
|
2016
Q4 | $100K | Buy |
+1,165
| New | +$100K | 0.14% | 68 |
|