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Legacy Wealth Partners (California)’s JPMorgan Chase JPM Stock Holding History

Legacy Wealth Partners (California)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,824
Closed -$548K – 103
2020
Q2 		$548K Sell
5,824
-475
-8% -$45.1K 0.41% 52
2020
Q1 		$567K Buy
6,299
+356
+6% +$43.3K 0.53% 35
2019
Q4 		$818K Buy
+5,943
New +$762K 0.6% 34

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Partners (California)'s JPM Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 5,824 shares — an estimated $548K sold.

Legacy Wealth Partners (California) first reported a position in JPM in Q4 2019 and held it in 3 quarters. The position peaked at $818K in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 5,824 JPMorgan Chase shares in Q3 2020, an estimated $548K.
  • Legacy Wealth Partners (California) first reported a position in JPMorgan Chase in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s JPMorgan Chase position peaked at $818K in Q4 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.