Legend Financial Advisors’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 | $250K | Hold |
863
| – | – | 0.17% | 35 |
|
|
2025
Q1 | $212K | Hold |
863
| – | – | 0.16% | 36 |
|
|
2024
Q4 | $207K | Hold |
863
| – | – | 0.15% | 34 |
|
|
2024
Q3 | $182K | Sell |
863
-120
| -12% | -$25.3K | 0.13% | 35 |
|
|
2024
Q2 | $199K | Sell |
983
-23
| -2% | -$4.65K | 0.14% | 39 |
|
|
2024
Q1 | $202K | Buy |
1,006
+18
| +2% | +$3.61K | 0.15% | 38 |
|
|
2023
Q4 | $168K | Buy |
988
+12
| +1% | +$2.04K | 0.14% | 35 |
|
|
2023
Q3 | $142K | Sell |
976
-210
| -18% | -$30.5K | 0.12% | 43 |
|
|
2023
Q2 | $172K | Buy |
1,186
+70
| +6% | +$10.2K | 0.14% | 38 |
|
|
2023
Q1 | $145K | Sell |
1,116
-71
| -6% | -$9.25K | 0.12% | 42 |
|
|
2022
Q4 | $159K | Buy |
1,187
+184
| +18% | +$24.7K | 0.14% | 44 |
|
|
2022
Q3 | $105K | Buy |
+1,003
| New | +$105K | 0.1% | 45 |
|