Legacy Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$232K	Sell	2,220 -3,052	-58%	-$350K	0.38%	59
2022 Q2	$605K	Sell	5,272 -22	-0.4%	-$2.73K	0.87%	29
2022 Q1	$722K	Sell	5,294 -264	-5%	-$39K	0.85%	28
2021 Q4	$880K	Sell	5,558 -131	-2%	-$21.5K	1%	22
2021 Q3	$931K	Hold	5,689	–	–	1.04%	24
2021 Q2	$885K	Buy	5,689 +131	+2%	+$20.6K	1.01%	26
2021 Q1	$846K	Sell	5,558 -9	-0.2%	-$1.29K	1.08%	25
2020 Q4	$707K	Hold	5,567	–	–	0.91%	26
2020 Q3	$536K	Buy	5,567 +340	+7%	+$33.4K	0.61%	32
2020 Q2	$492K	Sell	5,227 -263	-5%	-$25K	0.59%	33
2020 Q1	$494K	Buy	5,490 +110	+2%	+$13.4K	0.79%	29
2019 Q4	$750K	Buy	+5,380	New	+$690K	0.85%	30

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Planning's JPM Position: Q3 2022 in Review

Legacy Wealth Planning reduced its JPMorgan Chase (JPM) stake by 58% in Q3 2022, selling an estimated $350K and leaving 2,220 shares worth $232K. The position accounts for 0.38% of the portfolio, ranked #59.

Legacy Wealth Planning first reported a position in JPM in Q4 2019 and has held it in 12 quarters since. The position peaked at $931K in Q3 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Legacy Wealth Planning held 2,220 shares of JPMorgan Chase worth $232K as of Q3 2022.
Legacy Wealth Planning sold 3,052 JPMorgan Chase shares in Q3 2022, an estimated $350K.
JPMorgan Chase made up 0.38% of Legacy Wealth Planning's portfolio in Q3 2022, its #59 holding.
Legacy Wealth Planning first reported a position in JPMorgan Chase in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's JPMorgan Chase position peaked at $931K in Q3 2021.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.