A detailed history of Legacy Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 2,231 shares of JPM stock, worth $554,515. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,231
Previous 1,558 43.2%
Holding current value
$554,515
Previous $315 Million 57.12%
% of portfolio
0.17%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$194.9 - $224.8 $131,167 - $151,290
673 Added 43.2%
2,231 $495 Million
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $5,582 - $6,348
-31 Reduced 1.95%
1,558 $315 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $30,911 - $37,055
-185 Reduced 10.43%
1,589 $318 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $11,533 - $14,475
85 Added 5.03%
1,774 $302 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $4,869 - $5,372
34 Added 2.05%
1,689 $245 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $7,393 - $8,435
58 Added 3.63%
1,655 $241 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $124 - $143
-1 Reduced 0.06%
1,597 $208 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $162,932 - $220,268
1,598 New
1,598 $214 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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