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Legacy Private Trust’s JPMorgan Chase JPM Stock Holding History

Legacy Private Trust’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 		$24.7M Sell
75,310
-1,063
-1% -$330K 1.36% 16
2026
Q1 		$22.5M Sell
76,373
-1,389
-2% -$422K 1.38% 16
2025
Q4 		$25.1M Buy
77,762
+3,233
+4% +$1M 1.47% 14
2025
Q3 		$23.5M Buy
74,529
+9,699
+15% +$2.88M 1.4% 14
2025
Q2 		$18.8M Sell
64,830
-2,352
-4% -$600K 1.21% 18
2025
Q1 		$16.5M Sell
67,182
-5,024
-7% -$1.28M 1.13% 18
2024
Q4 		$17.3M Buy
72,206
+2,249
+3% +$524K 1.13% 18
2024
Q3 		$14.8M Sell
69,957
-638
-0.9% -$134K 0.99% 22
2024
Q2 		$14.3M Buy
70,595
+161
+0.2% +$31.5K 1.01% 21
2024
Q1 		$14.1M Sell
70,434
-469
-0.7% -$84.6K 1.03% 22
2023
Q4 		$12.1M Sell
70,903
-631
-0.9% -$95.6K 0.96% 23
2023
Q3 		$10.4M Buy
71,534
+466
+0.7% +$69.9K 0.89% 25
2023
Q2 		$10.3M Sell
71,068
-1,918
-3% -$264K 0.85% 27
2023
Q1 		$9.51M Buy
72,986
+574
+0.8% +$78.6K 0.81% 31
2022
Q4 		$9.71M Buy
72,412
+3,019
+4% +$383K 0.88% 26
2022
Q3 		$7.25M Sell
69,393
-3,190
-4% -$366K 0.69% 33
2022
Q2 		$8.17M Buy
72,583
+4,972
+7% +$616K 0.73% 31
2022
Q1 		$9.22M Sell
67,611
-151
-0.2% -$22.3K 0.72% 32
2021
Q4 		$10.7M Buy
67,762
+1,676
+3% +$275K 0.81% 29
2021
Q3 		$10.8M Buy
66,086
+3,213
+5% +$504K 0.88% 29
2021
Q2 		$9.78M Buy
62,873
+374
+0.6% +$58.7K 0.82% 30
2021
Q1 		$9.51M Sell
62,499
-1,498
-2% -$216K 0.86% 29
2020
Q4 		$8.13M Sell
63,997
-5,307
-8% -$593K 0.77% 35
2020
Q3 		$6.67M Sell
69,304
-9,435
-12% -$927K 0.69% 42
2020
Q2 		$7.41M Sell
78,739
-2,422
-3% -$230K 0.82% 31
2020
Q1 		$7.31M Sell
81,161
-4,864
-6% -$591K 0.95% 27
2019
Q4 		$12M Sell
86,025
-789
-0.9% -$101K 1.25% 19
2019
Q3 		$10.2M Sell
86,814
-1,763
-2% -$199K 1.14% 21
2019
Q2 		$9.9M Sell
88,577
-985
-1% -$109K 1.13% 22
2019
Q1 		$9.07M Sell
89,562
-3,293
-4% -$339K 1.08% 24
2018
Q4 		$9.06M Sell
92,855
-2,832
-3% -$302K 1.17% 23
2018
Q3 		$10.8M Sell
95,687
-338
-0.4% -$38.4K 1.22% 24
2018
Q2 		$10M Buy
96,025
+9,002
+10% +$988K 1.19% 21
2018
Q1 		$9.57M Buy
87,023
+13,695
+19% +$1.55M 1.12% 23
2017
Q4 		$7.84M Buy
73,328
+2,686
+4% +$272K 0.92% 26
2017
Q3 		$6.75M Buy
70,642
+3,646
+5% +$336K 0.82% 27
2017
Q2 		$6.12M Sell
66,996
-945
-1% -$81.5K 0.77% 30
2017
Q1 		$5.97M Sell
67,941
-2,036
-3% -$180K 0.77% 30
2016
Q4 		$6.04M Buy
69,977
+46,899
+203% +$3.58M 0.82% 33
2016
Q3 		$1.54M Sell
23,078
-20,071
-47% -$1.31M 0.21% 112
2016
Q2 		$2.68M Sell
43,149
-12,723
-23% -$795K 0.39% 74
2016
Q1 		$3.31M Sell
55,872
-9,855
-15% -$576K 0.5% 62
2015
Q4 		$4.34M Buy
65,727
+7,672
+13% +$500K 0.66% 43
2015
Q3 		$3.54M Buy
58,055
+3,090
+6% +$202K 0.56% 51
2015
Q2 		$3.72M Buy
54,965
+21,970
+67% +$1.43M 0.56% 56
2015
Q1 		$2M Buy
32,995
+5,596
+20% +$331K 0.29% 94
2014
Q4 		$1.72M Buy
27,399
+385
+1% +$23.2K 0.25% 104
2014
Q3 		$1.63M Sell
27,014
-3,550
-12% -$208K 0.25% 108
2014
Q2 		$1.76M Sell
30,564
-6,635
-18% -$373K 0.27% 101
2014
Q1 		$2.26M Buy
37,199
+812
+2% +$46.9K 0.39% 70
2013
Q4 		$2.13M Sell
36,387
-625
-2% -$34.2K 0.39% 68
2013
Q3 		$1.91M Buy
37,012
+2,030
+6% +$109K 0.4% 62
2013
Q2 		$1.85M Buy
+34,982
New +$1.78M 0.43% 57

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Legacy Private Trust's JPM Position: Q2 2026 in Review

Legacy Private Trust reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $330K and leaving 75,310 shares worth $24.7M. The position accounts for 1.36% of the portfolio, ranked #16.

Legacy Private Trust first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.1M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Private Trust held 75,310 shares of JPMorgan Chase worth $24.7M as of Q2 2026.
  • Legacy Private Trust sold 1,063 JPMorgan Chase shares in Q2 2026, an estimated $330K.
  • JPMorgan Chase made up 1.36% of Legacy Private Trust's portfolio in Q2 2026, its #16 holding.
  • Legacy Private Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's JPMorgan Chase position peaked at $25.1M in Q4 2025.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.