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Legacy Advisors’s JPMorgan Chase JPM Stock Holding History

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 		$6.15M Buy
18,800
+2,023
+12% +$628K 0.57% 35
2026
Q1 		$4.94M Sell
16,777
-729
-4% -$221K 0.58% 36
2025
Q4 		$5.64M Buy
17,506
+1,575
+10% +$488K 0.61% 34
2025
Q3 		$5.03M Buy
+15,931
New +$4.74M 0.62% 32
2025
Q2 		– Sell
-26,697
Closed -$6.55M – 219
2025
Q1 		$6.55M Buy
26,697
+62
+0.2% +$15.8K 0.67% 25
2024
Q4 		$6.38M Buy
26,635
+1,540
+6% +$359K 0.62% 27
2024
Q3 		$5.29M Buy
25,095
+859
+4% +$181K 0.57% 30
2024
Q2 		$4.9M Buy
24,236
+3,887
+19% +$760K 0.6% 28
2024
Q1 		$4.08M Sell
20,349
-475
-2% -$85.7K 0.52% 34
2023
Q4 		$3.54M Buy
20,824
+764
+4% +$116K 0.46% 37
2023
Q3 		$2.91M Sell
20,060
-245
-1% -$36.7K 0.47% 51
2023
Q2 		$2.95M Buy
20,305
+12,919
+175% +$1.78M 0.44% 51
2023
Q1 		$962K Sell
7,386
-346
-4% -$47.4K 0.18% 100
2022
Q4 		$1.04M Buy
7,732
+1,749
+29% +$222K 0.19% 85
2022
Q3 		$625K Sell
5,983
-13
-0.2% -$1.49K 0.14% 102
2022
Q2 		$675K Buy
5,996
+1,104
+23% +$137K 0.14% 95
2022
Q1 		$667K Buy
4,892
+1,594
+48% +$235K 0.13% 98
2021
Q4 		$522K Sell
3,298
-19
-0.6% -$3.12K 0.19% 70
2021
Q3 		$543K Buy
3,317
+19
+0.6% +$2.98K 0.22% 66
2021
Q2 		$513K Hold
3,298
– – 0.21% 69
2021
Q1 		$502K Buy
3,298
+875
+36% +$126K 0.22% 63
2020
Q4 		$308K Sell
2,423
-150
-6% -$16.8K 0.18% 82
2020
Q3 		$248K Sell
2,573
-250
-9% -$24.6K 0.16% 89
2020
Q2 		$266K Sell
2,823
-6,173
-69% -$586K 0.21% 77
2020
Q1 		$810K Buy
8,996
+1,091
+14% +$133K 0.81% 29
2019
Q4 		$1.1M Buy
7,905
+1,411
+22% +$181K 0.7% 33
2019
Q3 		$764K Sell
6,494
-1,821
-22% -$206K 0.57% 41
2019
Q2 		$930K Sell
8,315
-7,699
-48% -$849K 0.63% 36
2019
Q1 		$1.62M Buy
16,014
+7,865
+97% +$810K 0.53% 44
2018
Q4 		$796K Buy
8,149
+856
+12% +$91.2K 0.6% 40
2018
Q3 		$823K Buy
7,293
+4,460
+157% +$506K 0.41% 68
2018
Q2 		$295K Buy
2,833
+436
+18% +$47.8K 0.22% 74
2018
Q1 		$264K Buy
2,397
+809
+51% +$91.6K 0.19% 70
2017
Q4 		$169K Sell
1,588
-66
-4% -$6.68K 0.16% 62
2017
Q3 		$157K Buy
1,654
+489
+42% +$45.1K 0.17% 57
2017
Q2 		$106K Hold
1,165
– – 0.14% 71
2017
Q1 		$102K Hold
1,165
– – 0.14% 68
2016
Q4 		$100K Buy
+1,165
New +$88.8K 0.14% 68

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Legacy Advisors's JPM Position: Q2 2026 in Review

Legacy Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $628K and bringing the position to 18,800 shares worth $6.15M. The position accounts for 0.57% of the portfolio, ranked #35.

Legacy Advisors first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.55M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Advisors held 18,800 shares of JPMorgan Chase worth $6.15M as of Q2 2026.
  • Legacy Advisors bought 2,023 JPMorgan Chase shares in Q2 2026, an estimated $628K.
  • JPMorgan Chase made up 0.57% of Legacy Advisors's portfolio in Q2 2026, its #35 holding.
  • Legacy Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's JPMorgan Chase position peaked at $6.55M in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.