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Legacy Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Legacy Financial Strategies’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 		$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

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 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. 3,239 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.
  • 3,239 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.