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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
Q2 		$2.17M Sell
6,630
-141
-2% -$43.8K 0.65% 23
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Capital Group California's JPM Position: Q2 2026 in Review

Legacy Capital Group California reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $43.8K and leaving 6,630 shares worth $2.17M. The position accounts for 0.65% of the portfolio, ranked #23.

Legacy Capital Group California first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.41M in Q4 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Capital Group California held 6,630 shares of JPMorgan Chase worth $2.17M as of Q2 2026.
  • Legacy Capital Group California sold 141 JPMorgan Chase shares in Q2 2026, an estimated $43.8K.
  • JPMorgan Chase made up 0.65% of Legacy Capital Group California's portfolio in Q2 2026, its #23 holding.
  • Legacy Capital Group California first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's JPMorgan Chase position peaked at $4.41M in Q4 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.