A detailed history of Legacy Wealth Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,220 shares of JPM stock, worth $487,911. This represents 0.38% of its overall portfolio holdings.

Number of Shares
2,220
Previous 5,272 57.89%
Holding current value
$487,911
Previous $605,000 61.65%
% of portfolio
0.38%
Previous 0.87%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $63,267 - $368,010
-3,052 Reduced 57.89%
2,220 $232,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $2,477 - $2,990
-22 Reduced 0.42%
5,272 $605,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $33,871 - $44,468
-264 Reduced 4.75%
5,294 $722,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $20,166 - $22,503
-131 Reduced 2.3%
5,558 $880,000
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $19,305 - $21,803
131 Added 2.36%
5,689 $885,000
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $1,130 - $1,418
-9 Reduced 0.16%
5,558 $846,000
Q3 2020

Nov 03, 2020

BUY
$91.28 - $103.82 $31,035 - $35,298
340 Added 6.5%
5,567 $536,000
Q2 2020

Aug 17, 2020

BUY
$84.03 - $113.45 $397,713 - $536,958
4,733 Added 958.1%
5,227 $492,000
Q1 2020

May 18, 2020

SELL
$79.03 - $141.09 $394,833 - $704,885
-4,996 Reduced 91.0%
494 $494,000
Q1 2020

May 18, 2020

BUY
$79.03 - $141.09 $8,693 - $15,519
110 Added 2.04%
5,490 $494,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $601,591 - $749,972
5,380 New
5,380 $750,000

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 $645B
  • 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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