Legacy Capital Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Legacy Capital Wealth Partners’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	$2.02M	Sell	6,160 -15	-0.2%	-$4.66K	0.39%	50
2026 Q1	$1.82M	Buy	6,175 +350	+6%	+$106K	0.37%	47
2025 Q4	$1.88M	Sell	5,825 -143	-2%	-$44.3K	0.4%	41
2025 Q3	$1.88M	Sell	5,968 -292	-5%	-$86.8K	0.41%	41
2025 Q2	$1.81M	Sell	6,260 -746	-11%	-$190K	0.41%	41
2025 Q1	$1.72M	Sell	7,006 -359	-5%	-$91.5K	0.42%	38
2024 Q4	$1.77M	Sell	7,365 -7,255	-50%	-$1.69M	0.44%	38
2024 Q3	$3.08M	Buy	14,620 +7,278	+99%	+$1.53M	0.62%	29
2024 Q2	$1.48M	Sell	7,342 -1,148	-14%	-$224K	0.38%	52
2024 Q1	$1.19M	Buy	8,490 +2,271	+37%	+$410K	0.85%	40
2023 Q4	$1.06M	Buy	6,219 +340	+6%	+$51.5K	0.3%	71
2023 Q3	$853K	Buy	+5,879	New	+$881K	0.23%	88
2023 Q2	–	Sell	-6,092	Closed	-$794K	–	142
2023 Q1	$794K	Buy	+6,092	New	+$835K	0.22%	97

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Capital Wealth Partners's JPM Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.24% in Q2 2026, selling an estimated $4.66K and leaving 6,160 shares worth $2.02M. The position accounts for 0.39% of the portfolio, ranked #50.

Legacy Capital Wealth Partners first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.08M in Q3 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Legacy Capital Wealth Partners held 6,160 shares of JPMorgan Chase worth $2.02M as of Q2 2026.
Legacy Capital Wealth Partners sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
JPMorgan Chase made up 0.39% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #50 holding.
Legacy Capital Wealth Partners first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's JPMorgan Chase position peaked at $3.08M in Q3 2024.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.