Legacy Capital Group California’s JPMorgan Chase JPM Stock Holding History

Legacy Capital Group California’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	$1.99M	Sell	6,771 -6,919	-51%	-$2.1M	0.76%	18
2025 Q4	$4.41M	Sell	13,690 -114	-0.8%	-$35.3K	1.07%	12
2025 Q3	$4.35M	Sell	13,804 -1,065	-7%	-$317K	1.11%	12
2025 Q2	$4.31M	Buy	14,869 +4,938	+50%	+$1.26M	1.19%	12
2025 Q1	$2.44M	Sell	9,931 -125	-1%	-$31.9K	0.85%	16
2024 Q4	$2.41M	Sell	10,056 -58	-0.6%	-$13.5K	0.73%	18
2024 Q3	$2.13M	Buy	10,114 +1,964	+24%	+$414K	0.71%	22
2024 Q2	$1.65M	Buy	8,150 +109	+1%	+$21.3K	0.59%	36
2024 Q1	$1.61M	Sell	8,041 -264	-3%	-$47.6K	0.59%	30
2023 Q4	$1.41M	Buy	8,305 +7	+0.1%	+$1.06K	0.55%	31
2023 Q3	$1.2M	Buy	8,298 +36	+0.4%	+$5.4K	0.52%	31
2023 Q2	$1.2M	Buy	8,262 +216	+3%	+$29.7K	0.49%	39
2023 Q1	$1.05M	Buy	+8,046	New	+$1.1M	0.51%	46

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Capital Group California's JPM Position: Q1 2026 in Review

Legacy Capital Group California reduced its JPMorgan Chase (JPM) stake by 51% in Q1 2026, selling an estimated $2.1M and leaving 6,771 shares worth $1.99M. The position accounts for 0.76% of the portfolio, ranked #18.

Legacy Capital Group California first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.41M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Legacy Capital Group California held 6,771 shares of JPMorgan Chase worth $1.99M as of Q1 2026.
Legacy Capital Group California sold 6,919 JPMorgan Chase shares in Q1 2026, an estimated $2.1M.
JPMorgan Chase made up 0.76% of Legacy Capital Group California's portfolio in Q1 2026, its #18 holding.
Legacy Capital Group California first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's JPMorgan Chase position peaked at $4.41M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.