Legacy Wealth Management, LLC / Ms Jpmorgan Chase & CO Transaction History

Legacy Wealth Management, LLC / Ms

$272 Billion
Q3 2024

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 13,168 shares of JPM stock, worth $3.2 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

13,168

Previous 12,668 3.95%

Holding current value

$3.2 Million

Previous $2.56 Billion 8.37%

% of portfolio

1.02%

Previous 1.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 12, 2024	BUY	$194.9 - $224.8 $97,450 - $112,400	500 Added 3.95%	13,168 $2.78 Billion
Q3 2023 Dec 12, 2024	SELL	$143.21 - $158.0 $20,908 - $23,068	-146 Reduced 1.14%	12,668 $1.84 Billion
Q2 2023 Dec 12, 2024	SELL	$127.47 - $145.44 $3,059 - $3,490	-24 Reduced 0.19%	12,814 $1.86 Billion
Q4 2022 Dec 12, 2024	SELL	$101.96 - $137.84 $28,752 - $38,870	-282 Reduced 2.15%	12,838 $1.72 Billion
Q3 2022 Dec 12, 2024	BUY	$20.73 - $120.58 $4,146 - $24,116	200 Added 1.55%	13,120 $1.37 Billion
Q2 2022 Dec 12, 2024	SELL	$112.61 - $135.91 $20,832 - $25,143	-185 Reduced 1.41%	12,920 $1.45 Billion
Q1 2022 Dec 12, 2024	SELL	$128.3 - $168.44 $17,962 - $23,581	-140 Reduced 1.06%	13,105 $1.79 Billion
Q4 2021 Dec 12, 2024	BUY	$153.94 - $171.78 $4,772 - $5,325	31 Added 0.23%	13,245 $2.1 Billion
Q2 2021 Dec 12, 2024	BUY	$147.37 - $166.44 $22,842 - $25,798	155 Added 1.19%	13,214 $2.06 Billion
Q1 2021 Dec 12, 2024	BUY	$125.65 - $157.65 $28,271 - $35,471	225 Added 1.75%	13,059 $1.99 Billion
Q4 2020 Dec 12, 2024	SELL	$96.54 - $127.07 $112,951 - $148,671	-1,170 Reduced 8.35%	12,834 $1.63 Billion
Q3 2020 Dec 12, 2024	SELL	$91.28 - $103.82 $540,286 - $614,510	-5,919 Reduced 29.71%	14,004 $1.35 Billion
Q2 2020 Dec 12, 2024	BUY	$84.03 - $113.45 $51,930 - $70,112	618 Added 3.2%	19,923 $1.87 Billion
Q1 2020 Dec 12, 2024	BUY	$79.03 - $141.09 $649,942 - $1.16 Million	8,224 Added 74.22%	19,305 $1.74 Billion
Q4 2019 Dec 12, 2024	BUY	$111.82 - $139.4 $1.24 Million - $1.54 Million	11,081 New	11,081 $1.54 Billion

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $713B
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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Legacy Wealth Management, LLC / Ms Jpmorgan Chase & CO Transaction History