A detailed history of Legacy Trust transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Trust holds 37,904 shares of JPM stock, worth $8.45 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
37,904
Previous 37,473 1.15%
Holding current value
$8.45 Million
Previous $7.58 Billion 5.45%
% of portfolio
1.84%
Previous 1.89%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $84,001 - $96,888
431 Added 1.15%
37,904 $7.99 Billion
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $470,909 - $535,525
-2,615 Reduced 6.52%
37,473 $7.58 Billion
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $598,850 - $717,875
3,584 Added 9.82%
40,088 $8.03 Billion
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $27,273 - $34,230
201 Added 0.55%
36,504 $6.21 Billion
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $102,251 - $112,812
714 Added 2.01%
36,303 $5.26 Billion
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $175,653 - $200,416
-1,378 Reduced 3.73%
35,589 $5.18 Billion
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $4,371 - $5,033
35 Added 0.09%
36,967 $4.82 Billion
Q4 2022

Apr 03, 2023

BUY
$101.96 - $137.84 $3.77 Million - $5.09 Million
36,932 New
36,932 $4.95 Billion

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 Trust Portfolio

Follow Legacy Trust 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 Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.