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Legacy Wealth Management (Idaho)’s JPMorgan Chase JPM Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$115K Buy
396
+154
+64% +$44.7K 0.06% 101
2025
Q1 		$59.4K Hold
242
– – 0.04% 130
2024
Q4 		$66.7K Buy
242
+30
+14% +$8.27K 0.04% 106
2024
Q3 		$51.1K Buy
+212
New +$51.1K 0.03% 116