Legacy CG’s JPMorgan Chase JPM Stock Holding History

Legacy CG’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
2025 Q2	$6.42M	Sell
2025 Q1	$5.51M	Sell
2024 Q4	$5.64M	Buy
2024 Q3	$4.94M	Sell
2024 Q2	$6.27M	Sell
2024 Q1	$6.27M	Sell
2023 Q4	$5.44M	Buy
2023 Q3	$3.84M	Buy
2023 Q2	$3.7M	Buy