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 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 $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 Wealth Partners's JPM Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its JPMorgan Chase (JPM) stake by 6% in Q1 2026, buying an estimated $106K and bringing the position to 6,175 shares worth $1.82M. The position accounts for 0.37% of the portfolio, ranked #47.

Legacy Capital Wealth Partners first reported a position in JPM in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.08M in Q3 2024. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Legacy Capital Wealth Partners held 6,175 shares of JPMorgan Chase worth $1.82M as of Q1 2026.
Legacy Capital Wealth Partners bought 350 JPMorgan Chase shares in Q1 2026, an estimated $106K.
JPMorgan Chase made up 0.37% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #47 holding.
Legacy Capital Wealth Partners first reported a position in JPMorgan Chase in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's JPMorgan Chase position peaked at $3.08M in Q3 2024.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.