Legacy Bridge’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.18M | Hold |
9,712
| – | – | 0.98% | 28 |
|
|
2026
Q1 | $2.86M | Buy |
9,712
+55
| +0.6% | +$16.7K | 1.09% | 22 |
|
|
2025
Q4 | $3.11M | Buy |
9,657
+514
| +6% | +$159K | 1.26% | 17 |
|
|
2025
Q3 | $2.88M | Buy |
9,143
+28
| +0.3% | +$8.33K | 1.2% | 18 |
|
|
2025
Q2 | $2.64M | Hold |
9,115
| – | – | 1.25% | 18 |
|
|
2025
Q1 | $2.24M | Buy |
9,115
+580
| +7% | +$148K | 1.25% | 16 |
|
|
2024
Q4 | $2.05M | Hold |
8,535
| – | – | 1.07% | 24 |
|
|
2024
Q3 | $1.8M | Sell |
8,535
-5
| -0.1% | -$1.05K | 0.97% | 31 |
|
|
2024
Q2 | $1.73M | Buy |
8,540
+9
| +0.1% | +$1.76K | 1.02% | 31 |
|
|
2024
Q1 | $1.71M | Sell |
8,531
-18
| -0.2% | -$3.25K | 1% | 28 |
|
|
2023
Q4 | $1.45M | Hold |
8,549
| – | – | 0.94% | 36 |
|
|
2023
Q3 | $1.24M | Sell |
8,549
-50
| -0.6% | -$7.5K | 0.88% | 39 |
|
|
2023
Q2 | $1.25M | Buy |
8,599
+350
| +4% | +$48.1K | 0.83% | 45 |
|
|
2023
Q1 | $1.07M | Buy |
8,249
+30
| +0.4% | +$4.11K | 0.75% | 56 |
|
|
2022
Q4 | $1.1M | Buy |
8,219
+21
| +0.3% | +$2.66K | 0.78% | 50 |
|
|
2022
Q3 | $857K | Hold |
8,198
| – | – | 0.68% | 64 |
|
|
2022
Q2 | $923K | Hold |
8,198
| – | – | 0.68% | 64 |
|
|
2022
Q1 | $1.12M | Hold |
8,198
| – | – | 0.65% | 63 |
|
|
2021
Q4 | $1.3M | Sell |
8,198
-80
| -1% | -$13.1K | 0.68% | 55 |
|
|
2021
Q3 | $1.35M | Buy |
8,278
+390
| +5% | +$61.1K | 0.78% | 41 |
|
|
2021
Q2 | $1.23M | Buy |
7,888
+1,050
| +15% | +$165K | 0.69% | 59 |
|
|
2021
Q1 | $1.04M | Buy |
6,838
+560
| +9% | +$80.6K | 0.67% | 68 |
|
|
2020
Q4 | $798K | Hold |
6,278
| – | – | 0.58% | 73 |
|
|
2020
Q3 | $604K | Hold |
6,278
| – | – | 0.55% | 64 |
|
|
2020
Q2 | $591K | Sell |
6,278
-103
| -2% | -$9.77K | 0.65% | 54 |
|
|
2020
Q1 | $574K | Sell |
6,381
-2,021
| -24% | -$246K | 0.72% | 50 |
|
|
2019
Q4 | $1.17M | Buy |
8,402
+728
| +9% | +$93.4K | 0.97% | 20 |
|
|
2019
Q3 | $903K | Sell |
7,674
-153
| -2% | -$17.3K | 0.86% | 31 |
|
|
2019
Q2 | $875K | Hold |
7,827
| – | – | 0.84% | 31 |
|
|
2019
Q1 | $792K | Buy |
7,827
+220
| +3% | +$22.7K | 0.82% | 35 |
|
|
2018
Q4 | $743K | Buy |
+7,607
| New | +$810K | 0.92% | 25 |
|
Other funds holding JPM
Legacy Bridge's JPM Position: Q2 2026 in Review
Legacy Bridge held its JPMorgan Chase (JPM) position steady in Q2 2026 at 9,712 shares worth $3.18M. The position accounts for 0.98% of the portfolio, ranked #28.
Legacy Bridge first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Legacy Bridge held 9,712 shares of JPMorgan Chase worth $3.18M as of Q2 2026.
- Legacy Bridge left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.98% of Legacy Bridge's portfolio in Q2 2026, its #28 holding.
- Legacy Bridge first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.