Legend Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $272K | Hold |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $182K | Sell |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | $168K | Buy |
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|
2023
Q3 | $142K | Sell |
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|
2023
Q2 | $172K | Buy |
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|
2023
Q1 | $145K | Sell |
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|
2022
Q4 | $159K | Buy |
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|
2022
Q3 | $105K | Buy |
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