A detailed history of Legacy Private Trust Co. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Private Trust Co. holds 69,957 shares of JPM stock, worth $15.6 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
69,957
Previous 70,595 0.9%
Holding current value
$15.6 Million
Previous $14.3 Million 3.27%
% of portfolio
1.01%
Previous 1.03%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $124,346 - $143,422
-638 Reduced 0.9%
69,957 $14.7 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $28,992 - $32,971
161 Added 0.23%
70,595 $14.3 Million
Q1 2024

Apr 10, 2024

SELL
$167.09 - $200.3 $78,365 - $93,940
-469 Reduced 0.66%
70,434 $14.1 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $85,620 - $107,459
-631 Reduced 0.88%
70,903 $12.1 Million
Q3 2023

Oct 11, 2023

BUY
$143.21 - $158.0 $66,735 - $73,628
466 Added 0.66%
71,534 $10.4 Million
Q2 2023

Jul 07, 2023

SELL
$127.47 - $145.44 $244,487 - $278,953
-1,918 Reduced 2.63%
71,068 $10.3 Million
Q1 2023

Apr 12, 2023

BUY
$124.91 - $143.8 $71,698 - $82,541
574 Added 0.79%
72,986 $9.51 Million
Q4 2022

Jan 06, 2023

BUY
$101.96 - $137.84 $307,817 - $416,138
3,019 Added 4.35%
72,412 $9.71 Million
Q3 2022

Oct 06, 2022

SELL
$20.73 - $120.58 $66,128 - $384,650
-3,190 Reduced 4.39%
69,393 $7.25 Million
Q2 2022

Jul 07, 2022

BUY
$112.61 - $135.91 $559,896 - $675,744
4,972 Added 7.35%
72,583 $8.17 Million
Q1 2022

Apr 11, 2022

SELL
$128.3 - $168.44 $19,373 - $25,434
-151 Reduced 0.22%
67,611 $9.22 Million
Q4 2021

Jan 12, 2022

BUY
$153.94 - $171.78 $258,003 - $287,903
1,676 Added 2.54%
67,762 $10.7 Million
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $472,214 - $536,506
3,213 Added 5.11%
66,086 $10.8 Million
Q2 2021

Jul 09, 2021

BUY
$147.37 - $166.44 $55,116 - $62,248
374 Added 0.6%
62,873 $9.78 Million
Q1 2021

Apr 09, 2021

SELL
$125.65 - $157.65 $188,223 - $236,159
-1,498 Reduced 2.34%
62,499 $9.51 Million
Q4 2020

Jan 12, 2021

SELL
$96.54 - $127.07 $512,337 - $674,360
-5,307 Reduced 7.66%
63,997 $8.13 Million
Q3 2020

Oct 14, 2020

SELL
$91.28 - $103.82 $861,226 - $979,541
-9,435 Reduced 11.98%
69,304 $6.67 Million
Q2 2020

Jul 09, 2020

SELL
$84.03 - $113.45 $203,520 - $274,775
-2,422 Reduced 2.98%
78,739 $7.41 Million
Q1 2020

Apr 23, 2020

SELL
$79.03 - $141.09 $384,401 - $686,261
-4,864 Reduced 5.65%
81,161 $7.31 Million
Q4 2019

Jan 14, 2020

SELL
$111.82 - $139.4 $88,225 - $109,986
-789 Reduced 0.91%
86,025 $12 Million
Q3 2019

Oct 10, 2019

SELL
$104.8 - $120.23 $184,762 - $211,965
-1,763 Reduced 1.99%
86,814 $10.2 Million
Q2 2019

Jul 18, 2019

SELL
$104.64 - $116.12 $103,070 - $114,378
-985 Reduced 1.1%
88,577 $9.9 Million
Q1 2019

Apr 11, 2019

SELL
$97.11 - $107.19 $319,783 - $352,976
-3,293 Reduced 3.55%
89,562 $9.07 Million
Q4 2018

Jan 16, 2019

SELL
$92.14 - $115.32 $260,940 - $326,586
-2,832 Reduced 2.96%
92,855 $9.07 Million
Q3 2018

Oct 10, 2018

SELL
$103.61 - $118.63 $35,020 - $40,096
-338 Reduced 0.35%
95,687 $10.8 Million
Q2 2018

Jul 13, 2018

BUY
$103.24 - $114.29 $929,366 - $1.03 Million
9,002 Added 10.34%
96,025 $10 Million
Q1 2018

Apr 13, 2018

BUY
$107.01 - $118.77 $1.47 Million - $1.63 Million
13,695 Added 18.68%
87,023 $9.57 Million
Q4 2017

Jan 16, 2018

BUY
$95.86 - $107.83 $257,479 - $289,631
2,686 Added 3.8%
73,328 $7.84 Million
Q3 2017

Oct 13, 2017

BUY
$88.42 - $95.51 $6.25 Million - $6.75 Million
70,642
70,642 $6.75 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 $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
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.