JPMorgan Chase & Co. shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.0M | 41k | 170.10 |
| 2023-09-30 | $5.9M | 40k | 145.02 |
| 2023-06-30 | $5.7M | 40k | 145.44 |
| 2023-03-31 | $5.0M | 38k | 130.31 |
| 2022-12-31 | $5.1M | 38k | 134.10 |
| 2022-09-30 | $3.8M | 36k | 104.50 |
| 2022-06-30 | $4.0M | 35k | 112.61 |
| 2022-03-31 | $4.7M | 34k | 136.33 |
| 2021-12-31 | $5.6M | 35k | 158.36 |
| 2021-09-30 | $5.7M | 35k | 163.69 |
| 2021-06-30 | $5.2M | 33k | 155.54 |
| 2021-03-31 | $4.9M | 32k | 152.23 |
| 2020-12-31 | $4.3M | 34k | 127.08 |
| 2020-09-30 | $3.2M | 34k | 96.26 |
| 2020-06-30 | $3.1M | 33k | 94.07 |
| 2020-03-31 | $3.1M | 32k | 95.76 |
| 2019-12-31 | $4.4M | 31k | 139.40 |
| 2019-09-30 | $3.7M | 31k | 117.70 |
| 2019-06-30 | $3.5M | 32k | 111.79 |
| 2019-03-31 | $3.2M | 32k | 101.24 |
| 2018-12-31 | $2.9M | 29k | 97.61 |
| 2018-09-30 | $3.4M | 30k | 112.83 |
| 2018-06-30 | $3.3M | 31k | 106.36 |
| 2018-03-31 | $3.4M | 31k | 112.49 |
| 2017-12-31 | $3.3M | 31k | 106.91 |