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Legacy Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Legacy Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,824
Closed -$548K – 103
2020
Q2 		$548K Sell
5,824
-475
-8% -$44.7K 0.41% 52
2020
Q1 		$567K Buy
6,299
+356
+6% +$32K 0.53% 35
2019
Q4 		$818K Buy
+5,943
New +$818K 0.6% 34