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

Legacy Financial Advisors, Inc.

  • $527 Million
  • Q2 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 34,280 shares of JPM stock, worth $10.4 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
34,280
Previous 37,958 9.69%
Holding current value
$10.4 Million
Previous $9.31 Million 6.73%
% of portfolio
1.89%
Previous 1.87%

Shares

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

Aug 07, 2025
SELL
$210.28 - $289.91 $773,409 - $1.07 Million
-3,678 Reduced 9.69%
34,280 $9.94 Million
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
5,366
Shares Held
2.02B
Call Options Held
28.7M
Put Options Held
30.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $892B
  • 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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