LC
Legacy CG’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Sell |
22,141
-329
| -1% | -$95.4K | 1.91% | 23 |
|
|
2025
Q1 | $5.51M | Sell |
22,470
-1,040
| -4% | -$255K | 1.78% | 23 |
|
|
2024
Q4 | $5.64M | Buy |
23,510
+84
| +0.4% | +$20.1K | 1.73% | 22 |
|
|
2024
Q3 | $4.94M | Sell |
23,426
-7,592
| -24% | -$1.6M | 1.62% | 27 |
|
|
2024
Q2 | $6.27M | Sell |
31,018
-274
| -0.9% | -$55.4K | 2.14% | 17 |
|
|
2024
Q1 | $6.27M | Sell |
31,292
-702
| -2% | -$141K | 2.27% | 17 |
|
|
2023
Q4 | $5.44M | Buy |
31,994
+5,542
| +21% | +$943K | 2.07% | 15 |
|
|
2023
Q3 | $3.84M | Buy |
26,452
+993
| +4% | +$144K | 1.78% | 22 |
|
|
2023
Q2 | $3.7M | Buy |
+25,459
| New | +$3.7M | 1.71% | 24 |
|