Atlas Legacy Advisors’s JPMorgan Chase JPM Stock Holding History

Atlas Legacy Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.94M	Buy	18,422 +3,670	+25%	+$1.14M	0.88%	30
2026 Q1	$4.34M	Sell	14,752 -3,277	-18%	-$995K	0.79%	33
2025 Q4	$5.74M	Sell	18,029 -975	-5%	-$302K	1%	28
2025 Q3	$5.99M	Buy	19,004 +4,020	+27%	+$1.2M	1.16%	24
2025 Q2	$4.34M	Sell	14,984 -1,418	-9%	-$362K	0.96%	27
2025 Q1	$4.02M	Buy	16,402 +208	+1%	+$53K	1.02%	24
2024 Q4	$3.88M	Buy	+16,194	New	+$3.77M	0.94%	27

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atlas Legacy Advisors's JPM Position: Q2 2026 in Review

Atlas Legacy Advisors increased its JPMorgan Chase (JPM) stake by 25% in Q2 2026, buying an estimated $1.14M and bringing the position to 18,422 shares worth $5.94M. The position accounts for 0.88% of the portfolio, ranked #30.

Atlas Legacy Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.99M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Atlas Legacy Advisors held 18,422 shares of JPMorgan Chase worth $5.94M as of Q2 2026.
Atlas Legacy Advisors bought 3,670 JPMorgan Chase shares in Q2 2026, an estimated $1.14M.
JPMorgan Chase made up 0.88% of Atlas Legacy Advisors's portfolio in Q2 2026, its #30 holding.
Atlas Legacy Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's JPMorgan Chase position peaked at $5.99M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.