LWAM
Legacy Wealth Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,065
| Closed | -$796K | – | 339 |
|
|
2022
Q2 | $796K | Buy |
7,065
+155
| +2% | +$17.5K | 0.32% | 122 |
|
|
2022
Q1 | $942K | Buy |
6,910
+217
| +3% | +$29.6K | 0.34% | 114 |
|
|
2021
Q4 | $1.06M | Buy |
6,693
+71
| +1% | +$11.2K | 0.36% | 87 |
|
|
2021
Q3 | $1.08M | Buy |
6,622
+4
| +0.1% | +$655 | 0.5% | 51 |
|
|
2021
Q2 | $1.03M | Buy |
6,618
+41
| +0.6% | +$6.38K | 0.46% | 65 |
|
|
2021
Q1 | $1M | Buy |
6,577
+59
| +0.9% | +$8.98K | 0.46% | 54 |
|
|
2020
Q4 | $828K | Buy |
+6,518
| New | +$828K | 0.42% | 75 |
|