LFS
Legacy Financial Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
5,416
+1,957
| +57% | +$567K | 0.31% | 44 |
|
|
2025
Q1 | $848K | Sell |
3,459
-86
| -2% | -$21.1K | 0.19% | 56 |
|
|
2024
Q4 | $851K | Buy |
3,545
+153
| +5% | +$36.7K | 0.18% | 57 |
|
|
2024
Q3 | $715K | Sell |
3,392
-409
| -11% | -$86.2K | 0.16% | 60 |
|
|
2024
Q2 | $793K | Buy |
3,801
+525
| +16% | +$110K | 0.19% | 56 |
|
|
2024
Q1 | $656K | Buy |
3,276
+111
| +4% | +$22.2K | 0.17% | 55 |
|
|
2023
Q4 | $538K | Hold |
3,165
| – | – | 0.15% | 54 |
|
|
2023
Q3 | $458K | Hold |
3,165
| – | – | 0.15% | 53 |
|
|
2023
Q2 | $460K | Buy |
3,165
+639
| +25% | +$92.9K | 0.15% | 57 |
|
|
2023
Q1 | $329K | Buy |
2,526
+33
| +1% | +$4.3K | 0.12% | 57 |
|
|
2022
Q4 | $334K | Buy |
2,493
+368
| +17% | +$49.3K | 0.14% | 54 |
|
|
2022
Q3 | $222K | Sell |
2,125
-229
| -10% | -$23.9K | 0.1% | 59 |
|
|
2022
Q2 | $265K | Buy |
2,354
+391
| +20% | +$44K | 0.13% | 55 |
|
|
2022
Q1 | $268K | Buy |
1,963
+235
| +14% | +$32.1K | 0.11% | 59 |
|
|
2021
Q4 | $274K | Hold |
1,728
| – | – | 0.12% | 58 |
|
|
2021
Q3 | $283K | Buy |
1,728
+8
| +0.5% | +$1.31K | 0.13% | 57 |
|
|
2021
Q2 | $268K | Hold |
1,720
| – | – | 0.13% | 55 |
|
|
2021
Q1 | $262K | Hold |
1,720
| – | – | 0.14% | 56 |
|
|
2020
Q4 | $219K | Buy |
+1,720
| New | +$219K | 0.11% | 63 |
|
|
2020
Q1 | – | Sell |
-2,697
| Closed | -$376K | – | 58 |
|
|
2019
Q4 | $376K | Sell |
2,697
-114
| -4% | -$15.9K | 0.3% | 54 |
|
|
2019
Q3 | $356K | Buy |
2,811
+693
| +33% | +$87.8K | 0.32% | 49 |
|
|
2019
Q2 | $242K | Buy |
2,118
+48
| +2% | +$5.48K | 0.23% | 50 |
|
|
2019
Q1 | $210K | Sell |
2,070
-35
| -2% | -$3.55K | 0.18% | 52 |
|
|
2018
Q4 | $205K | Buy |
+2,105
| New | +$205K | 0.2% | 52 |
|
|
2018
Q3 | – | Sell |
-2,943
| Closed | -$307K | – | 65 |
|
|
2018
Q2 | $307K | Sell |
2,943
-48
| -2% | -$5.01K | 0.27% | 73 |
|
|
2018
Q1 | $329K | Buy |
2,991
+121
| +4% | +$13.3K | 0.32% | 70 |
|
|
2017
Q4 | $307K | Buy |
+2,870
| New | +$307K | 0.33% | 72 |
|