Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s JPMorgan Chase JPM Stock Holding History

Legacy Financial Group (Iowa)’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 		$231K Buy
+704
New +$219K 0.03% 123
2023
Q4 		– Sell
-400
Closed -$58K – 288
2023
Q3 		$58K Buy
+400
New +$60K 0.01% 168

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Legacy Financial Group (Iowa)'s JPM Position: Q2 2026 in Review

Legacy Financial Group (Iowa) opened a new position in JPMorgan Chase (JPM) in Q2 2026: 704 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings. This is a return to the name: Legacy Financial Group (Iowa) previously reported a position in JPM as recently as Q3 2023.

Legacy Financial Group (Iowa) first reported a position in JPM in Q3 2023 and has held it in 2 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Financial Group (Iowa) held 704 shares of JPMorgan Chase worth $231K as of Q2 2026.
  • JPMorgan Chase was a new Legacy Financial Group (Iowa) position in Q2 2026.
  • JPMorgan Chase made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #123 holding.
  • Legacy Financial Group (Iowa) first reported a position in JPMorgan Chase in Q3 2023 and has held it in 2 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.