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Family Legacy Financial Solutions’s JPMorgan Chase JPM Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-104
Closed -$32.8K – 140
2025
Q3 		$32.8K Buy
104
+50
+93% +$14.9K 0.03% 109
2025
Q2 		$15.7K Buy
+54
New +$13.8K 0.01% 131

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Family Legacy Financial Solutions's JPM Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 104 shares — an estimated $32.8K sold.

Family Legacy Financial Solutions first reported a position in JPM in Q2 2025 and held it in 2 quarters. The position peaked at $32.8K in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 104 JPMorgan Chase shares in Q4 2025, an estimated $32.8K.
  • Family Legacy Financial Solutions first reported a position in JPMorgan Chase in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's JPMorgan Chase position peaked at $32.8K in Q3 2025.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.