A detailed history of Legend Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 863 shares of JPM stock, worth $191,145. This represents 0.13% of its overall portfolio holdings.

Number of Shares
863
Previous 983 12.21%
Holding current value
$191,145
Previous $199 Million 8.47%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 17, 2024

SELL
$194.9 - $224.8 $23,388 - $26,976
-120 Reduced 12.21%
863 $182 Million
Q2 2024

Jul 26, 2024

SELL
$180.08 - $204.79 $4,141 - $4,710
-23 Reduced 2.29%
983 $199 Million
Q1 2024

Apr 17, 2024

BUY
$167.09 - $200.3 $3,007 - $3,605
18 Added 1.82%
1,006 $202 Million
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $1,628 - $2,043
12 Added 1.23%
988 $168 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $30,074 - $33,180
-210 Reduced 17.71%
976 $142 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $8,922 - $10,180
70 Added 6.27%
1,186 $172 Million
Q1 2023

Apr 26, 2023

SELL
$124.91 - $143.8 $8,868 - $10,209
-71 Reduced 5.98%
1,116 $145 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $18,760 - $25,362
184 Added 18.34%
1,187 $159 Million
Q3 2022

Nov 18, 2022

BUY
$20.73 - $120.58 $20,792 - $120,941
1,003 New
1,003 $105 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 $650B
  • 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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