A detailed history of Legacy Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 38,128 shares of JPM stock, worth $9.15 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
38,128
Previous 37,516 1.63%
Holding current value
$9.15 Million
Previous $7.59 Million 5.92%
% of portfolio
1.56%
Previous 1.5%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $119,278 - $137,577
612 Added 1.63%
38,128 $8.04 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $395,815 - $450,128
-2,198 Reduced 5.53%
37,516 $7.59 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $244,452 - $293,038
-1,463 Reduced 3.55%
39,714 $7.95 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $109,501 - $137,432
807 Added 2.0%
41,177 $7 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $122,444 - $135,090
855 Added 2.16%
40,370 $5.85 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $173,869 - $198,380
1,364 Added 3.58%
39,515 $5.75 Million
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $3,247 - $3,738
-26 Reduced 0.07%
38,151 $4.97 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $191,786 - $259,277
1,881 Added 5.18%
38,177 $5.12 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $19,382 - $112,742
935 Added 2.64%
36,296 $3.79 Million
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $116,213 - $140,259
1,032 Added 3.01%
35,361 $3.98 Million
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $130,224 - $170,966
-1,015 Reduced 2.87%
34,329 $4.68 Million
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $88,823 - $99,117
577 Added 1.66%
35,344 $5.6 Million
Q3 2021

Oct 26, 2021

BUY
$146.97 - $166.98 $211,342 - $240,117
1,438 Added 4.31%
34,767 $5.69 Million
Q2 2021

Jul 21, 2021

BUY
$147.37 - $166.44 $165,349 - $186,745
1,122 Added 3.48%
33,329 $5.18 Million
Q1 2021

Apr 28, 2021

SELL
$125.65 - $157.65 $243,384 - $305,368
-1,937 Reduced 5.67%
32,207 $4.9 Million
Q4 2020

Feb 02, 2021

BUY
$96.54 - $127.07 $52,807 - $69,507
547 Added 1.63%
34,144 $4.34 Million
Q3 2020

Nov 09, 2020

BUY
$91.28 - $103.82 $24,736 - $28,135
271 Added 0.81%
33,597 $3.23 Million
Q2 2020

Aug 07, 2020

BUY
$84.03 - $113.45 $120,583 - $162,800
1,435 Added 4.5%
33,326 $3.14 Million
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $36,590 - $65,324
463 Added 1.47%
31,891 $3.05 Million
Q4 2019

Jan 27, 2020

BUY
$111.82 - $139.4 $8,610 - $10,733
77 Added 0.25%
31,428 $4.38 Million
Q3 2019

Nov 07, 2019

SELL
$104.8 - $120.23 $39,614 - $45,446
-378 Reduced 1.19%
31,351 $3.69 Million
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $13,812 - $15,327
132 Added 0.42%
31,729 $3.55 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $212,088 - $234,102
2,184 Added 7.43%
31,597 $3.2 Million
Q4 2018

Jan 16, 2019

SELL
$92.14 - $115.32 $48,465 - $60,658
-526 Reduced 1.76%
29,413 $2.87 Million
Q3 2018

Oct 30, 2018

SELL
$103.61 - $118.63 $67,035 - $76,753
-647 Reduced 2.12%
29,939 $3.38 Million
Q2 2018

Jul 17, 2018

BUY
$103.24 - $114.29 $3,200 - $3,542
31 Added 0.1%
30,586 $3.25 Million
Q1 2018

Apr 12, 2018

SELL
$107.01 - $118.77 $2,247 - $2,494
-21 Reduced 0.07%
30,555 $3.44 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $2.93 Million - $3.3 Million
30,576
30,576 $3.27 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 $704B
  • 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
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.