LB
Legacy Bridge’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Hold |
9,115
| – | – | 1.25% | 18 |
|
|
2025
Q1 | $2.24M | Buy |
9,115
+580
| +7% | +$142K | 1.25% | 16 |
|
|
2024
Q4 | $2.05M | Hold |
8,535
| – | – | 1.07% | 24 |
|
|
2024
Q3 | $1.8M | Sell |
8,535
-5
| -0.1% | -$1.05K | 0.97% | 31 |
|
|
2024
Q2 | $1.73M | Buy |
8,540
+9
| +0.1% | +$1.82K | 1.02% | 31 |
|
|
2024
Q1 | $1.71M | Sell |
8,531
-18
| -0.2% | -$3.61K | 1% | 28 |
|
|
2023
Q4 | $1.45M | Hold |
8,549
| – | – | 0.94% | 36 |
|
|
2023
Q3 | $1.24M | Sell |
8,549
-50
| -0.6% | -$7.25K | 0.88% | 39 |
|
|
2023
Q2 | $1.25M | Buy |
8,599
+350
| +4% | +$50.9K | 0.83% | 45 |
|
|
2023
Q1 | $1.07M | Buy |
8,249
+30
| +0.4% | +$3.91K | 0.75% | 56 |
|
|
2022
Q4 | $1.1M | Buy |
8,219
+21
| +0.3% | +$2.82K | 0.78% | 50 |
|
|
2022
Q3 | $857K | Hold |
8,198
| – | – | 0.68% | 64 |
|
|
2022
Q2 | $923K | Hold |
8,198
| – | – | 0.68% | 64 |
|
|
2022
Q1 | $1.12M | Hold |
8,198
| – | – | 0.65% | 63 |
|
|
2021
Q4 | $1.3M | Sell |
8,198
-80
| -1% | -$12.7K | 0.68% | 55 |
|
|
2021
Q3 | $1.36M | Buy |
8,278
+390
| +5% | +$63.8K | 0.78% | 41 |
|
|
2021
Q2 | $1.23M | Buy |
7,888
+1,050
| +15% | +$163K | 0.69% | 59 |
|
|
2021
Q1 | $1.04M | Buy |
6,838
+560
| +9% | +$85.3K | 0.67% | 68 |
|
|
2020
Q4 | $798K | Hold |
6,278
| – | – | 0.58% | 73 |
|
|
2020
Q3 | $604K | Hold |
6,278
| – | – | 0.55% | 64 |
|
|
2020
Q2 | $591K | Sell |
6,278
-103
| -2% | -$9.7K | 0.65% | 54 |
|
|
2020
Q1 | $574K | Sell |
6,381
-2,021
| -24% | -$182K | 0.72% | 50 |
|
|
2019
Q4 | $1.17M | Buy |
8,402
+728
| +9% | +$101K | 0.97% | 20 |
|
|
2019
Q3 | $903K | Sell |
7,674
-153
| -2% | -$18K | 0.86% | 31 |
|
|
2019
Q2 | $875K | Hold |
7,827
| – | – | 0.84% | 31 |
|
|
2019
Q1 | $792K | Buy |
7,827
+220
| +3% | +$22.3K | 0.82% | 35 |
|
|
2018
Q4 | $743K | Buy |
+7,607
| New | +$743K | 0.92% | 25 |
|