Legacy Financial Group (Oklahoma)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $495K | Buy |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $214K | Buy |
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