Legato Capital Management’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 | $3.18M | Hold |
10,985
| – | – | 0.38% | 57 |
|
|
2025
Q1 | $2.69M | Hold |
10,985
| – | – | 0.36% | 65 |
|
|
2024
Q4 | $2.63M | Hold |
10,985
| – | – | 0.34% | 54 |
|
|
2024
Q3 | $2.32M | Sell |
10,985
-3,735
| -25% | -$788K | 0.29% | 87 |
|
|
2024
Q2 | $2.98M | Sell |
14,720
-6,745
| -31% | -$1.36M | 0.4% | 44 |
|
|
2024
Q1 | $4.3M | Hold |
21,465
| – | – | 0.52% | 33 |
|
|
2023
Q4 | $3.65M | Hold |
21,465
| – | – | 0.48% | 38 |
|
|
2023
Q3 | $3.11M | Hold |
21,465
| – | – | 0.45% | 42 |
|
|
2023
Q2 | $3.12M | Hold |
21,465
| – | – | 0.42% | 46 |
|
|
2023
Q1 | $2.8M | Hold |
21,465
| – | – | 0.51% | 34 |
|
|
2022
Q4 | $2.88M | Buy |
+21,465
| New | +$2.88M | 0.55% | 33 |
|
|
2021
Q3 | – | Sell |
-13,110
| Closed | -$2.04M | – | 262 |
|
|
2021
Q2 | $2.04M | Buy |
+13,110
| New | +$2.04M | 0.29% | 95 |
|