Legacy Capital Group California’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
14,869
+4,938
| +50% | +$1.43M | 1.19% | 12 |
|
|
2025
Q1 | $2.44M | Sell |
9,931
-125
| -1% | -$30.7K | 0.85% | 16 |
|
|
2024
Q4 | $2.41M | Sell |
10,056
-58
| -0.6% | -$13.9K | 0.73% | 18 |
|
|
2024
Q3 | $2.13M | Buy |
10,114
+1,964
| +24% | +$414K | 0.71% | 22 |
|
|
2024
Q2 | $1.65M | Buy |
8,150
+109
| +1% | +$22K | 0.59% | 36 |
|
|
2024
Q1 | $1.61M | Sell |
8,041
-264
| -3% | -$52.9K | 0.59% | 30 |
|
|
2023
Q4 | $1.41M | Buy |
8,305
+7
| +0.1% | +$1.19K | 0.55% | 31 |
|
|
2023
Q3 | $1.2M | Buy |
8,298
+36
| +0.4% | +$5.22K | 0.52% | 31 |
|
|
2023
Q2 | $1.2M | Buy |
8,262
+216
| +3% | +$31.4K | 0.49% | 39 |
|
|
2023
Q1 | $1.05M | Buy |
+8,046
| New | +$1.05M | 0.51% | 46 |
|