Legacy Solutions LLC
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Legacy Solutions LLC’s JPMorgan Chase JPM Stock Holding History

Legacy Solutions LLC’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
Q3 		$243K Sell
734
-3
-0.4% -$1.05K 0.19% 76
2026
Q2 		$241K Buy
737
+37
+5% +$11.5K 0.2% 76
2026
Q1 		$206K Sell
700
-127
-15% -$38.5K 0.19% 77
2025
Q4 		$267K Buy
827
+11
+1% +$3.41K 0.23% 64
2025
Q3 		$257K Buy
816
+27
+3% +$8.03K 0.23% 64
2025
Q2 		$229K Buy
+789
New +$201K 0.22% 70

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DekaBank Deutsche Girozentrale
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Solutions LLC's JPM Position: Q3 2026 in Review

Legacy Solutions LLC reduced its JPMorgan Chase (JPM) stake by 0.41% in Q3 2026, selling an estimated $1.05K and leaving 734 shares worth $243K. The position accounts for 0.19% of the portfolio, ranked #76.

Legacy Solutions LLC first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. The position peaked at $267K in Q4 2025. 2,158 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Legacy Solutions LLC held 734 shares of JPMorgan Chase worth $243K as of Q3 2026.
  • Legacy Solutions LLC sold 3 JPMorgan Chase shares in Q3 2026, an estimated $1.05K.
  • JPMorgan Chase made up 0.19% of Legacy Solutions LLC's portfolio in Q3 2026, its #76 holding.
  • Legacy Solutions LLC first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • Legacy Solutions LLC's JPMorgan Chase position peaked at $267K in Q4 2025.
  • 2,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.