Legacy Capital Wealth Partners’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 | $1.81M | Sell |
6,260
-746
| -11% | -$216K | 0.41% | 41 |
|
|
2025
Q1 | $1.72M | Sell |
7,006
-359
| -5% | -$88.1K | 0.42% | 38 |
|
|
2024
Q4 | $1.77M | Sell |
7,365
-7,255
| -50% | -$1.74M | 0.44% | 38 |
|
|
2024
Q3 | $3.08M | Buy |
14,620
+7,278
| +99% | +$1.53M | 0.62% | 29 |
|
|
2024
Q2 | $1.48M | Sell |
7,342
-1,148
| -14% | -$232K | 0.38% | 52 |
|
|
2024
Q1 | $1.19M | Buy |
8,490
+2,271
| +37% | +$319K | 0.85% | 40 |
|
|
2023
Q4 | $1.06M | Buy |
6,219
+340
| +6% | +$57.8K | 0.3% | 71 |
|
|
2023
Q3 | $853K | Buy |
+5,879
| New | +$853K | 0.23% | 88 |
|
|
2023
Q2 | – | Sell |
-6,092
| Closed | -$794K | – | 141 |
|
|
2023
Q1 | $794K | Buy |
+6,092
| New | +$794K | 0.22% | 97 |
|