Legacy Financial Strategies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.81M | Sell |
5,533
-150
| -3% | -$46.6K | 0.28% | 51 |
|
|
2026
Q1 | $1.67M | Sell |
5,683
-16
| -0.3% | -$4.86K | 0.3% | 48 |
|
|
2025
Q4 | $1.84M | Buy |
5,699
+76
| +1% | +$23.5K | 0.33% | 50 |
|
|
2025
Q3 | $1.77M | Buy |
5,623
+207
| +4% | +$61.6K | 0.32% | 48 |
|
|
2025
Q2 | $1.57M | Buy |
5,416
+1,957
| +57% | +$499K | 0.31% | 44 |
|
|
2025
Q1 | $848K | Sell |
3,459
-86
| -2% | -$21.9K | 0.19% | 56 |
|
|
2024
Q4 | $851K | Buy |
3,545
+153
| +5% | +$35.6K | 0.18% | 57 |
|
|
2024
Q3 | $715K | Sell |
3,392
-409
| -11% | -$86.1K | 0.16% | 60 |
|
|
2024
Q2 | $793K | Buy |
3,801
+525
| +16% | +$103K | 0.19% | 56 |
|
|
2024
Q1 | $656K | Buy |
3,276
+111
| +4% | +$20K | 0.17% | 55 |
|
|
2023
Q4 | $538K | Hold |
3,165
| – | – | 0.15% | 54 |
|
|
2023
Q3 | $458K | Hold |
3,165
| – | – | 0.15% | 53 |
|
|
2023
Q2 | $460K | Buy |
3,165
+639
| +25% | +$87.9K | 0.15% | 57 |
|
|
2023
Q1 | $329K | Buy |
2,526
+33
| +1% | +$4.52K | 0.12% | 57 |
|
|
2022
Q4 | $334K | Buy |
2,493
+368
| +17% | +$46.6K | 0.14% | 54 |
|
|
2022
Q3 | $222K | Sell |
2,125
-229
| -10% | -$26.3K | 0.1% | 59 |
|
|
2022
Q2 | $265K | Buy |
2,354
+391
| +20% | +$48.4K | 0.13% | 55 |
|
|
2022
Q1 | $268K | Buy |
1,963
+235
| +14% | +$34.7K | 0.11% | 59 |
|
|
2021
Q4 | $274K | Hold |
1,728
| – | – | 0.12% | 58 |
|
|
2021
Q3 | $283K | Buy |
1,728
+8
| +0.5% | +$1.25K | 0.13% | 57 |
|
|
2021
Q2 | $268K | Hold |
1,720
| – | – | 0.13% | 55 |
|
|
2021
Q1 | $262K | Hold |
1,720
| – | – | 0.14% | 56 |
|
|
2020
Q4 | $219K | Buy |
+1,720
| New | +$192K | 0.11% | 63 |
|
|
2020
Q1 | – | Sell |
-2,697
| Closed | -$376K | – | 58 |
|
|
2019
Q4 | $376K | Sell |
2,697
-114
| -4% | -$14.6K | 0.3% | 54 |
|
|
2019
Q3 | $356K | Buy |
2,811
+693
| +33% | +$78.4K | 0.32% | 49 |
|
|
2019
Q2 | $242K | Buy |
2,118
+48
| +2% | +$5.29K | 0.23% | 50 |
|
|
2019
Q1 | $210K | Sell |
2,070
-35
| -2% | -$3.61K | 0.18% | 52 |
|
|
2018
Q4 | $205K | Buy |
+2,105
| New | +$224K | 0.2% | 52 |
|
|
2018
Q3 | – | Sell |
-2,943
| Closed | -$307K | – | 65 |
|
|
2018
Q2 | $307K | Sell |
2,943
-48
| -2% | -$5.27K | 0.27% | 73 |
|
|
2018
Q1 | $329K | Buy |
2,991
+121
| +4% | +$13.7K | 0.32% | 70 |
|
|
2017
Q4 | $307K | Buy |
+2,870
| New | +$291K | 0.33% | 72 |
|
Other funds holding JPM
Legacy Financial Strategies's JPM Position: Q2 2026 in Review
Legacy Financial Strategies reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $46.6K and leaving 5,533 shares worth $1.81M. The position accounts for 0.28% of the portfolio, ranked #51.
Legacy Financial Strategies first reported a position in JPM in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.84M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Legacy Financial Strategies held 5,533 shares of JPMorgan Chase worth $1.81M as of Q2 2026.
- Legacy Financial Strategies sold 150 JPMorgan Chase shares in Q2 2026, an estimated $46.6K.
- JPMorgan Chase made up 0.28% of Legacy Financial Strategies's portfolio in Q2 2026, its #51 holding.
- Legacy Financial Strategies first reported a position in JPMorgan Chase in Q4 2017 and has held it in 31 quarters since.
- Legacy Financial Strategies's JPMorgan Chase position peaked at $1.84M in Q4 2025.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.