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Legacy Bridge’s JPMorgan Chase JPM Stock Holding History

Legacy Bridge’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Bridge's JPM Position: Q1 2026 in Review

Legacy Bridge increased its JPMorgan Chase (JPM) stake by 0.57% in Q1 2026, buying an estimated $16.7K and bringing the position to 9,712 shares worth $2.86M. The position accounts for 1.09% of the portfolio, ranked #22.

Legacy Bridge first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.11M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Legacy Bridge held 9,712 shares of JPMorgan Chase worth $2.86M as of Q1 2026.
  • Legacy Bridge bought 55 JPMorgan Chase shares in Q1 2026, an estimated $16.7K.
  • JPMorgan Chase made up 1.09% of Legacy Bridge's portfolio in Q1 2026, its #22 holding.
  • Legacy Bridge first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's JPMorgan Chase position peaked at $3.11M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.