A detailed history of Legacy Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Advisors, LLC holds 24,236 shares of JPM stock, worth $5.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
24,236
Previous 20,349 19.1%
Holding current value
$5.4 Million
Previous $4.08 Million 20.27%
% of portfolio
0.6%
Previous 0.52%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $699,970 - $796,018
3,887 Added 19.1%
24,236 $4.9 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $79,367 - $95,142
-475 Reduced 2.28%
20,349 $4.08 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $103,667 - $130,109
764 Added 3.81%
20,824 $3.54 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $35,086 - $38,710
-245 Reduced 1.21%
20,060 $2.91 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $1.65 Million - $1.88 Million
12,919 Added 174.91%
20,305 $2.95 Million
Q1 2023

May 01, 2023

SELL
$124.91 - $143.8 $43,218 - $49,754
-346 Reduced 4.47%
7,386 $962,000
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $178,328 - $241,082
1,749 Added 29.23%
7,732 $1.04 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $269 - $1,567
-13 Reduced 0.22%
5,983 $625,000
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $124,321 - $150,044
1,104 Added 22.57%
5,996 $675,000
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $204,510 - $268,493
1,594 Added 48.33%
4,892 $667,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $2,924 - $3,263
-19 Reduced 0.57%
3,298 $522,000
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $2,792 - $3,172
19 Added 0.58%
3,317 $543,000
Q1 2021

Apr 12, 2021

BUY
$125.65 - $157.65 $109,943 - $137,943
875 Added 36.11%
3,298 $502,000
Q4 2020

Jan 15, 2021

SELL
$96.54 - $127.07 $14,481 - $19,060
-150 Reduced 5.83%
2,423 $308,000
Q3 2020

Oct 08, 2020

SELL
$91.28 - $103.82 $22,820 - $25,955
-250 Reduced 8.86%
2,573 $248,000
Q2 2020

Jul 09, 2020

SELL
$84.03 - $113.45 $518,717 - $700,326
-6,173 Reduced 68.62%
2,823 $266,000
Q1 2020

Apr 15, 2020

BUY
$79.03 - $141.09 $86,221 - $153,929
1,091 Added 13.8%
8,996 $810,000
Q4 2019

Jan 21, 2020

BUY
$111.82 - $139.4 $157,778 - $196,693
1,411 Added 21.73%
7,905 $1.1 Million
Q3 2019

Oct 10, 2019

SELL
$104.8 - $120.23 $190,840 - $218,938
-1,821 Reduced 21.9%
6,494 $764,000
Q2 2019

Jul 15, 2019

BUY
$104.64 - $116.12 $32,229 - $35,764
308 Added 3.85%
8,315 $930,000
Q1 2019

Apr 08, 2019

SELL
$97.11 - $107.19 $13,789 - $15,220
-142 Reduced 1.74%
8,007 $811,000
Q4 2018

Jan 14, 2019

BUY
$92.14 - $115.32 $78,871 - $98,713
856 Added 11.74%
8,149 $796,000
Q3 2018

Oct 18, 2018

BUY
$103.61 - $118.63 $462,100 - $529,089
4,460 Added 157.43%
7,293 $823,000
Q2 2018

Jul 19, 2018

BUY
$103.24 - $114.29 $45,012 - $49,830
436 Added 18.19%
2,833 $295,000
Q1 2018

Apr 17, 2018

BUY
$107.01 - $118.77 $86,571 - $96,084
809 Added 50.94%
2,397 $264,000
Q4 2017

Jan 26, 2018

SELL
$95.86 - $107.83 $6,326 - $7,116
-66 Reduced 3.99%
1,588 $169,000
Q3 2017

Nov 03, 2017

BUY
$88.42 - $95.51 $43,237 - $46,704
489 Added 41.97%
1,654 $157,000
Q4 2016

Nov 03, 2017

BUY
N/A
1,165
1,165 $100,000

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 $654B
  • 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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