Legato Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.58M	Sell	15,565 -779	-5%	-$236K	0.42%	40
2025 Q4	$5.27M	Buy	16,344 +7,000	+75%	+$2.17M	0.45%	33
2025 Q3	$2.95M	Sell	9,344 -1,641	-15%	-$488K	0.32%	73
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%	-$787K	0.29%	87
2024 Q2	$2.98M	Sell	14,720 -6,745	-31%	-$1.32M	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	+$2.72M	0.55%	33
2021 Q3	–	Sell	-13,110	Closed	-$2.04M	–	261
2021 Q2	$2.04M	Buy	+13,110	New	+$2.06M	0.29%	95