MLA
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My Legacy Advisors’s JPMorgan Chase JPM Stock Holding History

My Legacy Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.95M Buy
10,234
+336
+3% +$85.7K 1.05% 22
2025
Q1 		$2.43M Sell
9,898
-50
-0.5% -$12.7K 0.94% 27
2024
Q4 		$2.51M Buy
9,948
+279
+3% +$65K 0.97% 25
2024
Q3 		$2.04M Sell
9,669
-2,140
-18% -$451K 0.81% 33
2024
Q2 		$2.39M Buy
11,809
+583
+5% +$114K 0.76% 29
2024
Q1 		$2.25M Buy
11,226
+249
+2% +$44.9K 0.75% 35
2023
Q4 		$1.87M Buy
10,977
+381
+4% +$57.7K 0.68% 34
2023
Q3 		$1.54M Sell
10,596
-686
-6% -$103K 0.63% 39
2023
Q2 		$1.68M Buy
11,282
+545
+5% +$75K 0.66% 37
2023
Q1 		$1.37M Buy
10,737
+277
+3% +$38K 0.59% 50
2022
Q4 		$1.48M Buy
10,460
+329
+3% +$41.7K 0.63% 40
2022
Q3 		$1.13M Buy
10,131
+733
+8% +$84.1K 0.57% 48
2022
Q2 		$1.06M Buy
9,398
+749
+9% +$92.8K 0.53% 50
2022
Q1 		$1.18M Buy
+8,649
New +$1.28M 0.55% 48

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return