Legacy Trust JPM Holdings History

Number of Shares
37,866.00
Current Holdings Value*
$9.29 Mil
% of Portfolio
2.24%
Total Estimate Gain
$6.18 Mil
% of Total Estimate Gain
111.14%

Legacy Trust's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Legacy Trust held 37,866.00 shares of JPMorgan Chase & Co(JPM), totaling $9.29 Mil. This investment constitutes 2.24% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2022Q4. And since then Legacy Trust has made 5 purchases of JPM, at an average price of $132.69, for a total of 41,897.00 shares. In addition, there have been 4 sales at an average price of $176.11 for 4,031.00 shares. Based on historical transaction data and JPM's current price of $291.25, Legacy Trust's estimated gain on his JPM holdings is $6.18 Mil, reflecting a 111.14% gain to date.

Legacy Trust JPM ($291.25) Holding Chart

Legacy Trust JPM ($291.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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