Legacy Wealth Management (Mississippi)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
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|
2025
Q1 | $3.2M | Buy |
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|
2024
Q4 | $3.09M | Sell |
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|
2024
Q3 | $2.78M | Buy |
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|
2024
Q2 | $2.56M | Hold |
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|
2024
Q1 | $2.54M | Hold |
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|
2023
Q4 | $2.15M | Hold |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $1.67M | Hold |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q3 | $2.16M | Hold |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $1.54M | Buy |
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