LT
Legacy Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
36,198
-1,668
| -4% | -$484K | 2.57% | 8 |
|
|
2025
Q1 | $9.29M | Sell |
37,866
-20
| -0.1% | -$4.91K | 2.24% | 9 |
|
|
2024
Q4 | $9.08M | Sell |
37,886
-18
| -0% | -$4.32K | 2.11% | 12 |
|
|
2024
Q3 | $7.99M | Buy |
37,904
+431
| +1% | +$90.9K | 1.84% | 16 |
|
|
2024
Q2 | $7.58M | Sell |
37,473
-2,615
| -7% | -$529K | 1.89% | 16 |
|
|
2024
Q1 | $8.03M | Buy |
40,088
+3,584
| +10% | +$718K | 2% | 12 |
|
|
2023
Q4 | $6.21M | Buy |
36,504
+201
| +0.6% | +$34.2K | 1.62% | 14 |
|
|
2023
Q3 | $5.26M | Buy |
36,303
+714
| +2% | +$104K | 1.53% | 19 |
|
|
2023
Q2 | $5.18M | Sell |
35,589
-1,378
| -4% | -$200K | 1.43% | 22 |
|
|
2023
Q1 | $4.82M | Buy |
36,967
+35
| +0.1% | +$4.56K | 1.43% | 25 |
|
|
2022
Q4 | $4.95M | Buy |
+36,932
| New | +$4.95M | 1.53% | 21 |
|