My Legacy 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
Q2 | $2.95M | Buy |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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