LPT
Legacy Private Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
64,830
-2,352
| -4% | -$682K | 1.21% | 18 |
|
|
2025
Q1 | $16.5M | Sell |
67,182
-5,024
| -7% | -$1.23M | 1.13% | 18 |
|
|
2024
Q4 | $17.3M | Buy |
72,206
+2,249
| +3% | +$539K | 1.13% | 18 |
|
|
2024
Q3 | $14.8M | Sell |
69,957
-638
| -0.9% | -$135K | 0.99% | 22 |
|
|
2024
Q2 | $14.3M | Buy |
70,595
+161
| +0.2% | +$32.6K | 1.01% | 21 |
|
|
2024
Q1 | $14.1M | Sell |
70,434
-469
| -0.7% | -$93.9K | 1.03% | 22 |
|
|
2023
Q4 | $12.1M | Sell |
70,903
-631
| -0.9% | -$107K | 0.96% | 23 |
|
|
2023
Q3 | $10.4M | Buy |
71,534
+466
| +0.7% | +$67.6K | 0.89% | 25 |
|
|
2023
Q2 | $10.3M | Sell |
71,068
-1,918
| -3% | -$279K | 0.85% | 27 |
|
|
2023
Q1 | $9.51M | Buy |
72,986
+574
| +0.8% | +$74.8K | 0.81% | 31 |
|
|
2022
Q4 | $9.71M | Buy |
72,412
+3,019
| +4% | +$405K | 0.88% | 26 |
|
|
2022
Q3 | $7.25M | Sell |
69,393
-3,190
| -4% | -$333K | 0.69% | 33 |
|
|
2022
Q2 | $8.17M | Buy |
72,583
+4,972
| +7% | +$560K | 0.73% | 31 |
|
|
2022
Q1 | $9.22M | Sell |
67,611
-151
| -0.2% | -$20.6K | 0.72% | 32 |
|
|
2021
Q4 | $10.7M | Buy |
67,762
+1,676
| +3% | +$265K | 0.81% | 29 |
|
|
2021
Q3 | $10.8M | Buy |
66,086
+3,213
| +5% | +$526K | 0.88% | 29 |
|
|
2021
Q2 | $9.78M | Buy |
62,873
+374
| +0.6% | +$58.2K | 0.82% | 30 |
|
|
2021
Q1 | $9.51M | Sell |
62,499
-1,498
| -2% | -$228K | 0.86% | 29 |
|
|
2020
Q4 | $8.13M | Sell |
63,997
-5,307
| -8% | -$674K | 0.77% | 35 |
|
|
2020
Q3 | $6.67M | Sell |
69,304
-9,435
| -12% | -$908K | 0.69% | 42 |
|
|
2020
Q2 | $7.41M | Sell |
78,739
-2,422
| -3% | -$228K | 0.82% | 31 |
|
|
2020
Q1 | $7.31M | Sell |
81,161
-4,864
| -6% | -$438K | 0.95% | 27 |
|
|
2019
Q4 | $12M | Sell |
86,025
-789
| -0.9% | -$110K | 1.25% | 19 |
|
|
2019
Q3 | $10.2M | Sell |
86,814
-1,763
| -2% | -$207K | 1.14% | 21 |
|
|
2019
Q2 | $9.9M | Sell |
88,577
-985
| -1% | -$110K | 1.13% | 22 |
|
|
2019
Q1 | $9.07M | Sell |
89,562
-3,293
| -4% | -$333K | 1.08% | 24 |
|
|
2018
Q4 | $9.07M | Sell |
92,855
-2,832
| -3% | -$276K | 1.17% | 23 |
|
|
2018
Q3 | $10.8M | Sell |
95,687
-338
| -0.4% | -$38.1K | 1.22% | 24 |
|
|
2018
Q2 | $10M | Buy |
96,025
+9,002
| +10% | +$938K | 1.19% | 21 |
|
|
2018
Q1 | $9.57M | Buy |
87,023
+13,695
| +19% | +$1.51M | 1.12% | 23 |
|
|
2017
Q4 | $7.84M | Buy |
73,328
+2,686
| +4% | +$287K | 0.92% | 26 |
|
|
2017
Q3 | $6.75M | Buy |
70,642
+3,646
| +5% | +$348K | 0.82% | 27 |
|
|
2017
Q2 | $6.12M | Sell |
66,996
-945
| -1% | -$86.4K | 0.77% | 30 |
|
|
2017
Q1 | $5.97M | Sell |
67,941
-2,036
| -3% | -$179K | 0.77% | 30 |
|
|
2016
Q4 | $6.04M | Buy |
69,977
+46,899
| +203% | +$4.05M | 0.82% | 33 |
|
|
2016
Q3 | $1.54M | Sell |
23,078
-20,071
| -47% | -$1.34M | 0.21% | 112 |
|
|
2016
Q2 | $2.68M | Sell |
43,149
-12,723
| -23% | -$791K | 0.39% | 74 |
|
|
2016
Q1 | $3.31M | Sell |
55,872
-9,855
| -15% | -$583K | 0.5% | 62 |
|
|
2015
Q4 | $4.34M | Buy |
65,727
+7,672
| +13% | +$507K | 0.66% | 43 |
|
|
2015
Q3 | $3.54M | Buy |
58,055
+3,090
| +6% | +$188K | 0.56% | 51 |
|
|
2015
Q2 | $3.72M | Buy |
54,965
+21,970
| +67% | +$1.49M | 0.56% | 56 |
|
|
2015
Q1 | $2M | Buy |
32,995
+5,596
| +20% | +$339K | 0.29% | 94 |
|
|
2014
Q4 | $1.72M | Buy |
27,399
+385
| +1% | +$24.1K | 0.25% | 104 |
|
|
2014
Q3 | $1.63M | Sell |
27,014
-3,550
| -12% | -$214K | 0.25% | 108 |
|
|
2014
Q2 | $1.76M | Sell |
30,564
-6,635
| -18% | -$382K | 0.27% | 101 |
|
|
2014
Q1 | $2.26M | Buy |
37,199
+812
| +2% | +$49.3K | 0.39% | 70 |
|
|
2013
Q4 | $2.13M | Sell |
36,387
-625
| -2% | -$36.6K | 0.39% | 68 |
|
|
2013
Q3 | $1.91M | Buy |
37,012
+2,030
| +6% | +$105K | 0.4% | 62 |
|
|
2013
Q2 | $1.85M | Buy |
+34,982
| New | +$1.85M | 0.43% | 57 |
|