Legacy Wealth Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $605K | Sell |
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|
2022
Q1 | $722K | Sell |
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|
2021
Q4 | $880K | Sell |
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|
2021
Q3 | $931K | Hold |
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|
2021
Q2 | $885K | Buy |
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|
2021
Q1 | $846K | Sell |
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|
2020
Q4 | $707K | Hold |
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|
2020
Q3 | $536K | Buy |
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|
2020
Q2 | $492K | Sell |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $750K | Buy |
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