Legal Advantage Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
5,378
-225
| -4% | -$65.2K | 0.73% | 39 |
|
|
2025
Q1 | $1.37M | Sell |
5,603
-50
| -0.9% | -$12.3K | 0.74% | 39 |
|
|
2024
Q4 | $1.36M | Sell |
5,653
-50
| -0.9% | -$12K | 0.72% | 43 |
|
|
2024
Q3 | $1.2M | Hold |
5,703
| – | – | 0.66% | 47 |
|
|
2024
Q2 | $1.15M | Hold |
5,703
| – | – | 0.66% | 45 |
|
|
2024
Q1 | $1.14M | Hold |
5,703
| – | – | 0.64% | 47 |
|
|
2023
Q4 | $970K | Sell |
5,703
-115
| -2% | -$19.6K | 0.58% | 48 |
|
|
2023
Q3 | $844K | Hold |
5,818
| – | – | 0.6% | 47 |
|
|
2023
Q2 | $846K | Hold |
5,818
| – | – | 0.56% | 49 |
|
|
2023
Q1 | $758K | Hold |
5,818
| – | – | 0.56% | 49 |
|
|
2022
Q4 | $780K | Hold |
5,818
| – | – | 0.64% | 45 |
|
|
2022
Q3 | $608K | Buy |
5,818
+1,900
| +48% | +$199K | 0.57% | 49 |
|
|
2022
Q2 | $441K | Hold |
3,918
| – | – | 0.43% | 52 |
|
|
2022
Q1 | $534K | Buy |
3,918
+398
| +11% | +$54.2K | 0.4% | 59 |
|
|
2021
Q4 | $557K | Hold |
3,520
| – | – | 0.38% | 59 |
|
|
2021
Q3 | $576K | Hold |
3,520
| – | – | 0.39% | 59 |
|
|
2021
Q2 | $548K | Hold |
3,520
| – | – | 0.38% | 59 |
|
|
2021
Q1 | $536K | Hold |
3,520
| – | – | 0.4% | 59 |
|
|
2020
Q4 | $447K | Buy |
+3,520
| New | +$447K | 0.35% | 58 |
|