Legacy Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $762K | Buy |
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|
2021
Q4 | $874K | Buy |
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|
2021
Q3 | $893K | Sell |
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|
2021
Q2 | $860K | Sell |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q4 | $693K | Buy |
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|
2020
Q3 | $434K | Sell |
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|
2020
Q2 | $429K | Buy |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $496K | Buy |
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|
2019
Q3 | $401K | Sell |
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|
2019
Q2 | $392K | Buy |
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|
2019
Q1 | $335K | Sell |
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|
2018
Q4 | $333K | Sell |
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|
2018
Q3 | $393K | Hold |
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|
2018
Q2 | $362K | Sell |
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|
2018
Q1 | $388K | Hold |
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|
2017
Q4 | $377K | Hold |
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|
2017
Q3 | $337K | Hold |
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|
2017
Q2 | $322K | Hold |
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|
2017
Q1 | $310K | Buy |
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|
2016
Q4 | $282K | Buy |
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