A detailed history of Legacy Capital Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 14,620 shares of JPM stock, worth $3.52 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
14,620
Previous 7,342 99.13%
Holding current value
$3.52 Million
Previous $1.48 Million 107.61%
% of portfolio
0.54%
Previous 0.39%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $1.42 Million - $1.64 Million
7,278 Added 99.13%
14,620 $3.08 Million
Q2 2024

Aug 01, 2024

SELL
$180.08 - $204.79 $206,731 - $235,098
-1,148 Reduced 13.52%
7,342 $1.48 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $379,461 - $454,881
2,271 Added 36.52%
8,490 $1.7 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $46,134 - $57,902
340 Added 5.78%
6,219 $1.06 Million
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $841,931 - $928,882
5,879 New
5,879 $852,000
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $760,951 - $876,029
6,092 New
6,092 $793,000

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 $706B
  • 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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