LWP
Legacy Wealth Planning’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $232K | Sell |
2,220
-3,052
| -58% | -$319K | 0.38% | 59 |
|
|
2022
Q2 | $605K | Sell |
5,272
-22
| -0.4% | -$2.53K | 0.87% | 29 |
|
|
2022
Q1 | $722K | Sell |
5,294
-264
| -5% | -$36K | 0.85% | 28 |
|
|
2021
Q4 | $880K | Sell |
5,558
-131
| -2% | -$20.7K | 1% | 22 |
|
|
2021
Q3 | $931K | Hold |
5,689
| – | – | 1.04% | 24 |
|
|
2021
Q2 | $885K | Buy |
5,689
+131
| +2% | +$20.4K | 1.01% | 26 |
|
|
2021
Q1 | $846K | Sell |
5,558
-9
| -0.2% | -$1.37K | 1.08% | 25 |
|
|
2020
Q4 | $707K | Hold |
5,567
| – | – | 0.91% | 26 |
|
|
2020
Q3 | $536K | Buy |
5,567
+340
| +7% | +$32.7K | 0.61% | 32 |
|
|
2020
Q2 | $492K | Sell |
5,227
-263
| -5% | -$24.8K | 0.59% | 33 |
|
|
2020
Q1 | $494K | Buy |
5,490
+110
| +2% | +$9.9K | 0.79% | 29 |
|
|
2019
Q4 | $750K | Buy |
+5,380
| New | +$750K | 0.85% | 30 |
|