Williamson Legacy Group’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
$853K Buy
2025
Q2
Sell
2025
Q1
$1.57M Buy
2024
Q4
$1.26M Buy
2024
Q3
$1.04M Buy
2024
Q2
$739K Buy
2024
Q1
$616K Buy