Legacy Financial Strategies’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
Q3 | $1.77M | Buy |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $848K | Sell |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $715K | Sell |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $656K | Buy |
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|
2023
Q4 | $538K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $460K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $376K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $307K | Sell |
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|
2018
Q1 | $329K | Buy |
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|
2017
Q4 | $307K | Buy |
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