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
2025
Q1
$3.2M Buy
2024
Q4
$3.09M Sell
2024
Q3
$2.78M Buy
2024
Q2
$2.56M Hold
2024
Q1
$2.54M Hold
2023
Q4
$2.15M Hold
2023
Q3
$1.84M Sell
2023
Q2
$1.86M Sell
2023
Q1
$1.67M Hold
2022
Q4
$1.72M Sell
2022
Q3
$1.37M Buy
2022
Q2
$1.45M Sell
2022
Q1
$1.79M Sell
2021
Q4
$2.1M Buy
2021
Q3
$2.16M Hold
2021
Q2
$2.06M Buy
2021
Q1
$1.99M Buy
2020
Q4
$1.63M Sell
2020
Q3
$1.35M Sell
2020
Q2
$1.87M Buy
2020
Q1
$1.74M Buy
2019
Q4
$1.54M Buy