LCP
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Legacy Capital Partners’s JPMorgan Chase JPM Stock Holding History

Legacy Capital Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$762K Buy
5,591
+75
+1% +$11.1K 0.25% 82
2021
Q4 		$874K Buy
5,516
+60
+1% +$9.85K 0.28% 79
2021
Q3 		$893K Sell
5,456
-75
-1% -$11.8K 0.32% 76
2021
Q2 		$860K Sell
5,531
-25
-0.4% -$3.93K 0.31% 80
2021
Q1 		$846K Buy
5,556
+100
+2% +$14.4K 0.32% 80
2020
Q4 		$693K Buy
5,456
+950
+21% +$106K 0.27% 81
2020
Q3 		$434K Sell
4,506
-50
-1% -$4.91K 0.18% 101
2020
Q2 		$429K Buy
4,556
+625
+16% +$59.3K 0.18% 97
2020
Q1 		$354K Buy
3,931
+376
+11% +$45.7K 0.18% 93
2019
Q4 		$496K Buy
3,555
+150
+4% +$19.2K 0.2% 92
2019
Q3 		$401K Sell
3,405
-100
-3% -$11.3K 0.18% 98
2019
Q2 		$392K Buy
3,505
+200
+6% +$22.1K 0.17% 97
2019
Q1 		$335K Sell
3,305
-105
-3% -$10.8K 0.16% 104
2018
Q4 		$333K Sell
3,410
-65
-2% -$6.92K 0.18% 102
2018
Q3 		$393K Hold
3,475
– – 0.18% 98
2018
Q2 		$362K Sell
3,475
-50
-1% -$5.49K 0.18% 101
2018
Q1 		$388K Hold
3,525
– – 0.19% 94
2017
Q4 		$377K Hold
3,525
– – 0.19% 90
2017
Q3 		$337K Hold
3,525
– – 0.18% 89
2017
Q2 		$322K Hold
3,525
– – 0.17% 92
2017
Q1 		$310K Buy
3,525
+265
+8% +$23.4K 0.17% 93
2016
Q4 		$282K Buy
+3,260
New +$249K 0.17% 97

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Partners's JPM Position: Q1 2022 in Review

Legacy Capital Partners increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2022, buying an estimated $11.1K and bringing the position to 5,591 shares worth $762K. The position accounts for 0.25% of the portfolio, ranked #82.

Legacy Capital Partners first reported a position in JPM in Q4 2016 and has held it in 22 quarters since. The position peaked at $893K in Q3 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Legacy Capital Partners held 5,591 shares of JPMorgan Chase worth $762K as of Q1 2022.
  • Legacy Capital Partners bought 75 JPMorgan Chase shares in Q1 2022, an estimated $11.1K.
  • JPMorgan Chase made up 0.25% of Legacy Capital Partners's portfolio in Q1 2022, its #82 holding.
  • Legacy Capital Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 22 quarters since.
  • Legacy Capital Partners's JPMorgan Chase position peaked at $893K in Q3 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.