Legacy Wealth Planning, LLC Jpmorgan Chase & CO Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,220 shares of JPM stock, worth $494,926. This represents 0.38% of its overall portfolio holdings.

Number of Shares

2,220

Previous 5,272 57.89%

Holding current value

$494,926

Previous $605,000 61.65%

% of portfolio

0.38%

Previous 0.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $63,267 - $368,010	-3,052 Reduced 57.89%	2,220 $232,000
Q2 2022 Jul 26, 2022	SELL	$112.61 - $135.91 $2,477 - $2,990	-22 Reduced 0.42%	5,272 $605,000
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $33,871 - $44,468	-264 Reduced 4.75%	5,294 $722,000
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $20,166 - $22,503	-131 Reduced 2.3%	5,558 $880,000
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $19,305 - $21,803	131 Added 2.36%	5,689 $885,000
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $1,130 - $1,418	-9 Reduced 0.16%	5,558 $846,000
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $31,035 - $35,298	340 Added 6.5%	5,567 $536,000
Q2 2020 Aug 17, 2020	BUY	$84.03 - $113.45 $397,713 - $536,958	4,733 Added 958.1%	5,227 $492,000
Q1 2020 May 18, 2020	SELL	$79.03 - $141.09 $394,833 - $704,885	-4,996 Reduced 91.0%	494 $494,000
Q1 2020 May 18, 2020	BUY	$79.03 - $141.09 $8,693 - $15,519	110 Added 2.04%	5,490 $494,000
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $601,591 - $749,972	5,380 New	5,380 $750,000

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26.1M

Put Options Held

29M

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 $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 ...

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Legacy Wealth Planning, LLC Jpmorgan Chase & CO Transaction History