MLA
My Legacy Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
10,234
+336
| +3% | +$96.8K | 1.05% | 22 |
|
|
2025
Q1 | $2.43M | Sell |
9,898
-50
| -0.5% | -$12.3K | 0.94% | 27 |
|
|
2024
Q4 | $2.51M | Buy |
9,948
+279
| +3% | +$70.4K | 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% | +$118K | 0.76% | 29 |
|
|
2024
Q1 | $2.25M | Buy |
11,226
+249
| +2% | +$49.9K | 0.75% | 35 |
|
|
2023
Q4 | $1.87M | Buy |
10,977
+381
| +4% | +$64.9K | 0.68% | 34 |
|
|
2023
Q3 | $1.54M | Sell |
10,596
-686
| -6% | -$99.7K | 0.63% | 39 |
|
|
2023
Q2 | $1.68M | Buy |
11,282
+545
| +5% | +$81.1K | 0.66% | 37 |
|
|
2023
Q1 | $1.37M | Buy |
10,737
+277
| +3% | +$35.4K | 0.59% | 50 |
|
|
2022
Q4 | $1.48M | Buy |
10,460
+329
| +3% | +$46.4K | 0.63% | 40 |
|
|
2022
Q3 | $1.13M | Buy |
10,131
+733
| +8% | +$81.5K | 0.57% | 48 |
|
|
2022
Q2 | $1.06M | Buy |
9,398
+749
| +9% | +$84.6K | 0.53% | 50 |
|
|
2022
Q1 | $1.18M | Buy |
+8,649
| New | +$1.18M | 0.55% | 48 |
|