Legacy Financial Advisors, Inc. Jpmorgan Chase & CO Transaction History

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

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 37,958 shares of JPM stock, worth $11.3 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

37,958

Previous 38,183 0.59%

Holding current value

$11.3 Million

Previous $9.15 Million 1.74%

% of portfolio

1.87%

Previous 1.78%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$225.19 - $279.95 $50,667 - $62,988	-225 Reduced 0.59%	37,958 $9.31 Million
Q4 2024 Feb 13, 2025	BUY	$205.18 - $250.29 $11,284 - $13,765	55 Added 0.14%	38,183 $9.15 Million
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

# of Institutions

5,235

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $876B
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 ...

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Legacy Financial Advisors, Inc. Jpmorgan Chase & CO Transaction History