Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s JPMorgan Chase JPM Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$58K – 288
2023
Q3 		$58K Buy
+400
New +$58K 0.01% 168