LFA
Legacy Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Sell |
34,280
-3,678
| -10% | -$1.07M | 1.55% | 15 |
|
|
2025
Q1 | $9.31M | Sell |
37,958
-225
| -0.6% | -$55.2K | 1.56% | 15 |
|
|
2024
Q4 | $9.15M | Buy |
38,183
+55
| +0.1% | +$13.2K | 1.51% | 15 |
|
|
2024
Q3 | $8.04M | Buy |
38,128
+612
| +2% | +$129K | 1.35% | 14 |
|
|
2024
Q2 | $7.59M | Sell |
37,516
-2,198
| -6% | -$445K | 1.35% | 16 |
|
|
2024
Q1 | $7.95M | Sell |
39,714
-1,463
| -4% | -$293K | 1.43% | 16 |
|
|
2023
Q4 | $7M | Buy |
41,177
+807
| +2% | +$137K | 1.35% | 14 |
|
|
2023
Q3 | $5.85M | Buy |
40,370
+855
| +2% | +$124K | 1.17% | 15 |
|
|
2023
Q2 | $5.75M | Buy |
39,515
+1,364
| +4% | +$198K | 1.07% | 16 |
|
|
2023
Q1 | $4.97M | Sell |
38,151
-26
| -0.1% | -$3.39K | 1.02% | 15 |
|
|
2022
Q4 | $5.12M | Buy |
38,177
+1,881
| +5% | +$252K | 1.1% | 15 |
|
|
2022
Q3 | $3.79M | Buy |
36,296
+935
| +3% | +$97.7K | 0.91% | 16 |
|
|
2022
Q2 | $3.98M | Buy |
35,361
+1,032
| +3% | +$116K | 0.99% | 14 |
|
|
2022
Q1 | $4.68M | Sell |
34,329
-1,015
| -3% | -$138K | 1.05% | 12 |
|
|
2021
Q4 | $5.6M | Buy |
35,344
+577
| +2% | +$91.4K | 1.28% | 11 |
|
|
2021
Q3 | $5.69M | Buy |
34,767
+1,438
| +4% | +$235K | 1.4% | 10 |
|
|
2021
Q2 | $5.18M | Buy |
33,329
+1,122
| +3% | +$175K | 1.31% | 10 |
|
|
2021
Q1 | $4.9M | Sell |
32,207
-1,937
| -6% | -$295K | 1.34% | 10 |
|
|
2020
Q4 | $4.34M | Buy |
34,144
+547
| +2% | +$69.5K | 1.23% | 11 |
|
|
2020
Q3 | $3.23M | Buy |
33,597
+271
| +0.8% | +$26.1K | 0.99% | 14 |
|
|
2020
Q2 | $3.14M | Buy |
33,326
+1,435
| +4% | +$135K | 1.13% | 13 |
|
|
2020
Q1 | $3.05M | Buy |
31,891
+463
| +1% | +$44.3K | 1.13% | 12 |
|
|
2019
Q4 | $4.38M | Buy |
31,428
+77
| +0.2% | +$10.7K | 1.39% | 7 |
|
|
2019
Q3 | $3.69M | Sell |
31,351
-378
| -1% | -$44.5K | 1.23% | 7 |
|
|
2019
Q2 | $3.55M | Buy |
31,729
+132
| +0.4% | +$14.8K | 1.25% | 7 |
|
|
2019
Q1 | $3.2M | Buy |
31,597
+2,184
| +7% | +$221K | 1.08% | 8 |
|
|
2018
Q4 | $2.87M | Sell |
29,413
-526
| -2% | -$51.3K | 1.11% | 8 |
|
|
2018
Q3 | $3.38M | Sell |
29,939
-647
| -2% | -$73K | 1.22% | 8 |
|
|
2018
Q2 | $3.25M | Buy |
30,586
+31
| +0.1% | +$3.3K | 1.23% | 9 |
|
|
2018
Q1 | $3.44M | Sell |
30,555
-21
| -0.1% | -$2.36K | 1.37% | 8 |
|
|
2017
Q4 | $3.27M | Buy |
+30,576
| New | +$3.27M | 1.34% | 8 |
|