LIS
JPM icon

Legacy Investment Solutions’s JPMorgan Chase JPM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$115K Buy
+396
New +$101K 0.06% 102
2024
Q4 		$66.7K Buy
242
+30
+14% +$6.99K 0.04% 108
2024
Q3 		$51.1K Buy
+212
New +$44.7K 0.03% 118

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Investment Solutions's JPM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Chase (JPM) in Q2 2025: 396 shares worth $115K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in JPM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in JPM in Q3 2024 and has held it in 3 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Legacy Investment Solutions held 396 shares of JPMorgan Chase worth $115K as of Q2 2025.
  • JPMorgan Chase was a new Legacy Investment Solutions position in Q2 2025.
  • JPMorgan Chase made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #102 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan Chase in Q3 2024 and has held it in 3 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.