Legacy Financial Strategies, LLC Jpmorgan Chase & CO Transaction History

Legacy Financial Strategies, LLC

$548 Million
Q3 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 5,623 shares of JPM stock, worth $1.76 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,623

Previous 5,416 3.82%

Holding current value

$1.76 Million

Previous $1.57 Million 12.93%

% of portfolio

0.32%

Previous 0.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$282.78 - $316.06 $58,535 - $65,424	207 Added 3.82%	5,623 $1.77 Million
Q2 2025 Jul 10, 2025	BUY	$210.28 - $289.91 $411,517 - $567,353	1,957 Added 56.58%	5,416 $1.57 Million
Q1 2025 Apr 08, 2025	SELL	$225.19 - $279.95 $19,366 - $24,075	-86 Reduced 2.43%	3,459 $848,000
Q4 2024 Jan 28, 2025	BUY	$205.18 - $250.29 $31,392 - $38,294	153 Added 4.51%	3,545 $849,000
Q3 2024 Oct 18, 2024	SELL	$194.9 - $224.8 $79,714 - $91,943	-409 Reduced 10.76%	3,392 $714,000
Q2 2024 Jul 10, 2024	BUY	$180.08 - $204.79 $94,542 - $107,514	525 Added 16.03%	3,801 $768,000
Q1 2024 Apr 10, 2024	BUY	$167.09 - $200.3 $18,546 - $22,233	111 Added 3.51%	3,276 $656,000
Q2 2023 Jul 28, 2023	BUY	$127.47 - $145.44 $81,453 - $92,936	639 Added 25.3%	3,165 $460,000
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $4,122 - $4,745	33 Added 1.32%	2,526 $329,000
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $37,521 - $50,725	368 Added 17.32%	2,493 $334,000
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $4,747 - $27,612	-229 Reduced 9.73%	2,125 $222,000
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $44,030 - $53,140	391 Added 19.92%	2,354 $265,000
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $30,150 - $39,583	235 Added 13.6%	1,963 $268,000
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $1,175 - $1,335	8 Added 0.47%	1,728 $283,000
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $166,048 - $218,560	1,720 New	1,720 $219,000
Q1 2020 May 04, 2020	SELL	$79.03 - $141.09 $213,143 - $380,519	-2,697 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $12,747 - $15,891	-114 Reduced 4.06%	2,697 $376,000
Q3 2019 Nov 01, 2019	BUY	$104.8 - $120.23 $72,626 - $83,319	693 Added 32.72%	2,811 $356,000
Q2 2019 Jul 15, 2019	BUY	$104.64 - $116.12 $5,022 - $5,573	48 Added 2.32%	2,118 $242,000
Q1 2019 May 08, 2019	SELL	$97.11 - $107.19 $3,398 - $3,751	-35 Reduced 1.66%	2,070 $210,000
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $193,954 - $242,748	2,105 New	2,105 $205,000
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $304,924 - $349,128	-2,943 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $4,955 - $5,485	-48 Reduced 1.6%	2,943 $307,000
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $12,948 - $14,371	121 Added 4.22%	2,991 $329,000
Q4 2017 May 14, 2018	BUY	$95.86 - $107.83 $275,118 - $309,472	2,870	2,870 $307,000

Others Institutions Holding JPM

# of Institutions

5,386

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.2M

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 $919B
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 Strategies, LLC Jpmorgan Chase & CO Transaction History