LFGO
Legacy Financial Group (Oklahoma)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
1,967
-247
| -11% | -$71.6K | 0.17% | 46 |
|
|
2025
Q1 | $543K | Buy |
2,214
+1
| +0% | +$245 | 0.17% | 44 |
|
|
2024
Q4 | $530K | Sell |
2,213
-18
| -0.8% | -$4.32K | 0.17% | 45 |
|
|
2024
Q3 | $495K | Buy |
2,231
+673
| +43% | +$149K | 0.17% | 46 |
|
|
2024
Q2 | $315K | Sell |
1,558
-31
| -2% | -$6.27K | 0.12% | 54 |
|
|
2024
Q1 | $318K | Sell |
1,589
-185
| -10% | -$37.1K | 0.13% | 55 |
|
|
2023
Q4 | $302K | Buy |
1,774
+85
| +5% | +$14.5K | 0.13% | 54 |
|
|
2023
Q3 | $245K | Buy |
1,689
+34
| +2% | +$4.93K | 0.12% | 58 |
|
|
2023
Q2 | $241K | Buy |
1,655
+58
| +4% | +$8.44K | 0.12% | 61 |
|
|
2023
Q1 | $208K | Sell |
1,597
-1
| -0.1% | -$130 | 0.12% | 59 |
|
|
2022
Q4 | $214K | Buy |
+1,598
| New | +$214K | 0.13% | 56 |
|