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Legacy CG’s JPMorgan Chase JPM Stock Holding History

Legacy CG’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 		$6.05M Sell
18,490
-200
-1% -$62.1K 1.55% 29
2026
Q1 		$5.5M Sell
18,690
-54
-0.3% -$16.4K 1.53% 29
2025
Q4 		$6.04M Sell
18,744
-2,408
-11% -$746K 1.69% 24
2025
Q3 		$6.67M Sell
21,152
-989
-4% -$294K 1.88% 24
2025
Q2 		$6.42M Sell
22,141
-329
-1% -$84K 1.91% 23
2025
Q1 		$5.51M Sell
22,470
-1,040
-4% -$265K 1.78% 23
2024
Q4 		$5.64M Buy
23,510
+84
+0.4% +$19.6K 1.73% 22
2024
Q3 		$4.94M Sell
23,426
-7,592
-24% -$1.6M 1.62% 27
2024
Q2 		$6.27M Sell
31,018
-274
-0.9% -$53.6K 2.14% 17
2024
Q1 		$6.27M Sell
31,292
-702
-2% -$127K 2.27% 17
2023
Q4 		$5.44M Buy
31,994
+5,542
+21% +$840K 2.07% 15
2023
Q3 		$3.84M Buy
26,452
+993
+4% +$149K 1.78% 22
2023
Q2 		$3.7M Buy
+25,459
New +$3.5M 1.71% 25

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Legacy CG's JPM Position: Q2 2026 in Review

Legacy CG reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $62.1K and leaving 18,490 shares worth $6.05M. The position accounts for 1.55% of the portfolio, ranked #29.

Legacy CG first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.67M in Q3 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy CG held 18,490 shares of JPMorgan Chase worth $6.05M as of Q2 2026.
  • Legacy CG sold 200 JPMorgan Chase shares in Q2 2026, an estimated $62.1K.
  • JPMorgan Chase made up 1.55% of Legacy CG's portfolio in Q2 2026, its #29 holding.
  • Legacy CG first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • Legacy CG's JPMorgan Chase position peaked at $6.67M in Q3 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.