A detailed history of Legacy Investment Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 396 shares of JPM stock, worth $114,348. This represents 0.09% of its overall portfolio holdings.

Number of Shares
396
Previous 242 63.64%
Holding current value
$114,348
Previous $58,000 96.55%
% of portfolio
0.09%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$210.28 - $289.91 $32,383 - $44,646
154 Added 63.64%
396 $114,000
Q4 2024

Feb 13, 2025

BUY
$205.18 - $250.29 $6,155 - $7,508
30 Added 14.15%
242 $58,000
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $41,318 - $47,657
212 New
212 $44,000

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 $847B
  • 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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