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

Legacy Financial Group (Oklahoma)’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 		$611K Sell
1,866
-21
-1% -$6.52K 0.14% 50
2026
Q1 		$555K Sell
1,887
-46
-2% -$14K 0.15% 51
2025
Q4 		$623K Sell
1,933
-2
-0.1% -$619 0.16% 47
2025
Q3 		$610K Sell
1,935
-32
-2% -$9.52K 0.17% 47
2025
Q2 		$570K Sell
1,967
-247
-11% -$63K 0.17% 46
2025
Q1 		$543K Buy
2,214
+1
+0% +$255 0.17% 44
2024
Q4 		$530K Sell
2,213
-18
-0.8% -$4.19K 0.17% 45
2024
Q3 		$495K Buy
2,231
+673
+43% +$142K 0.17% 46
2024
Q2 		$315K Sell
1,558
-31
-2% -$6.06K 0.12% 54
2024
Q1 		$318K Sell
1,589
-185
-10% -$33.4K 0.13% 55
2023
Q4 		$302K Buy
1,774
+85
+5% +$12.9K 0.13% 54
2023
Q3 		$245K Buy
1,689
+34
+2% +$5.1K 0.12% 58
2023
Q2 		$241K Buy
1,655
+58
+4% +$7.98K 0.12% 61
2023
Q1 		$208K Sell
1,597
-1
-0.1% -$137 0.12% 59
2022
Q4 		$214K Buy
+1,598
New +$202K 0.13% 56

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

Legacy Financial Group (Oklahoma) reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $6.52K and leaving 1,866 shares worth $611K. The position accounts for 0.14% of the portfolio, ranked #50.

Legacy Financial Group (Oklahoma) first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $623K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 1,866 shares of JPMorgan Chase worth $611K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 21 JPMorgan Chase shares in Q2 2026, an estimated $6.52K.
  • JPMorgan Chase made up 0.14% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #50 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s JPMorgan Chase position peaked at $623K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.