Legacy Wealth Asset Management’s JPMorgan Chase JPM Stock Holding History

Legacy Wealth Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,065	Closed	-$796K	–	339
2022 Q2	$796K	Buy	7,065 +155	+2%	+$19.2K	0.32%	122
2022 Q1	$942K	Buy	6,910 +217	+3%	+$32K	0.34%	114
2021 Q4	$1.06M	Buy	6,693 +71	+1%	+$11.7K	0.36%	87
2021 Q3	$1.08M	Buy	6,622 +4	+0.1%	+$627	0.5%	51
2021 Q2	$1.03M	Buy	6,618 +41	+0.6%	+$6.44K	0.46%	65
2021 Q1	$1M	Buy	6,577 +59	+0.9%	+$8.49K	0.46%	54
2020 Q4	$828K	Buy	+6,518	New	+$729K	0.42%	75

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Asset Management's JPM Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 7,065 shares — an estimated $796K sold.

Legacy Wealth Asset Management first reported a position in JPM in Q4 2020 and held it in 7 quarters. The position peaked at $1.08M in Q3 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Legacy Wealth Asset Management reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 7,065 JPMorgan Chase shares in Q3 2022, an estimated $796K.
Legacy Wealth Asset Management first reported a position in JPMorgan Chase in Q4 2020 and held it in 7 quarters.
Legacy Wealth Asset Management's JPMorgan Chase position peaked at $1.08M in Q3 2021.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.