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Legacy Trust’s JPMorgan Chase JPM Stock Holding History

Legacy 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
Q1 		$7.15M Sell
24,304
-15,510
-39% -$4.71M 1.37% 25
2025
Q4 		$12.8M Buy
39,814
+674
+2% +$209K 2.4% 9
2025
Q3 		$12.3M Buy
39,140
+2,942
+8% +$875K 2.43% 8
2025
Q2 		$10.5M Sell
36,198
-1,668
-4% -$426K 2.57% 8
2025
Q1 		$9.29M Sell
37,866
-20
-0.1% -$5.1K 2.24% 9
2024
Q4 		$9.08M Sell
37,886
-18
-0% -$4.19K 2.11% 12
2024
Q3 		$7.99M Buy
37,904
+431
+1% +$90.8K 1.84% 16
2024
Q2 		$7.58M Sell
37,473
-2,615
-7% -$511K 1.89% 16
2024
Q1 		$8.03M Buy
40,088
+3,584
+10% +$647K 2% 12
2023
Q4 		$6.21M Buy
36,504
+201
+0.6% +$30.5K 1.62% 14
2023
Q3 		$5.26M Buy
36,303
+714
+2% +$107K 1.53% 19
2023
Q2 		$5.18M Sell
35,589
-1,378
-4% -$190K 1.43% 22
2023
Q1 		$4.82M Buy
36,967
+35
+0.1% +$4.8K 1.43% 25
2022
Q4 		$4.95M Buy
+36,932
New +$4.68M 1.53% 21

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 Trust's JPM Position: Q1 2026 in Review

Legacy Trust reduced its JPMorgan Chase (JPM) stake by 39% in Q1 2026, selling an estimated $4.71M and leaving 24,304 shares worth $7.15M. The position accounts for 1.37% of the portfolio, ranked #25.

Legacy Trust first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.8M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Legacy Trust held 24,304 shares of JPMorgan Chase worth $7.15M as of Q1 2026.
  • Legacy Trust sold 15,510 JPMorgan Chase shares in Q1 2026, an estimated $4.71M.
  • JPMorgan Chase made up 1.37% of Legacy Trust's portfolio in Q1 2026, its #25 holding.
  • Legacy Trust first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's JPMorgan Chase position peaked at $12.8M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.