LWMM
Legacy Wealth Management (Mississippi)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
12,448
-595
| -5% | -$172K | 1.1% | 23 |
|
|
2025
Q1 | $3.2M | Buy |
13,043
+150
| +1% | +$36.8K | 1.05% | 25 |
|
|
2024
Q4 | $3.09M | Sell |
12,893
-275
| -2% | -$65.9K | 1.23% | 22 |
|
|
2024
Q3 | $2.78M | Buy |
13,168
+500
| +4% | +$105K | 1.02% | 27 |
|
|
2024
Q2 | $2.56M | Hold |
12,668
| – | – | 1.08% | 27 |
|
|
2024
Q1 | $2.54M | Hold |
12,668
| – | – | 1.14% | 24 |
|
|
2023
Q4 | $2.15M | Hold |
12,668
| – | – | 1.04% | 27 |
|
|
2023
Q3 | $1.84M | Sell |
12,668
-146
| -1% | -$21.2K | 0.95% | 30 |
|
|
2023
Q2 | $1.86M | Sell |
12,814
-24
| -0.2% | -$3.49K | 0.93% | 31 |
|
|
2023
Q1 | $1.67M | Hold |
12,838
| – | – | 0.92% | 31 |
|
|
2022
Q4 | $1.72M | Sell |
12,838
-282
| -2% | -$37.8K | 1.02% | 28 |
|
|
2022
Q3 | $1.37M | Buy |
13,120
+200
| +2% | +$20.9K | 0.93% | 35 |
|
|
2022
Q2 | $1.45M | Sell |
12,920
-185
| -1% | -$20.8K | 0.88% | 37 |
|
|
2022
Q1 | $1.79M | Sell |
13,105
-140
| -1% | -$19.1K | 0.93% | 30 |
|
|
2021
Q4 | $2.1M | Buy |
13,245
+31
| +0.2% | +$4.91K | 1.07% | 26 |
|
|
2021
Q3 | $2.16M | Hold |
13,214
| – | – | 1.16% | 24 |
|
|
2021
Q2 | $2.06M | Buy |
13,214
+155
| +1% | +$24.1K | 1.14% | 26 |
|
|
2021
Q1 | $1.99M | Buy |
13,059
+225
| +2% | +$34.3K | 1.2% | 24 |
|
|
2020
Q4 | $1.63M | Sell |
12,834
-1,170
| -8% | -$149K | 1.03% | 29 |
|
|
2020
Q3 | $1.35M | Sell |
14,004
-5,919
| -30% | -$570K | 0.93% | 36 |
|
|
2020
Q2 | $1.87M | Buy |
19,923
+618
| +3% | +$58.1K | 1.43% | 16 |
|
|
2020
Q1 | $1.74M | Buy |
19,305
+8,224
| +74% | +$740K | 1.62% | 12 |
|
|
2019
Q4 | $1.54M | Buy |
+11,081
| New | +$1.54M | 1.35% | 14 |
|