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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
Q2 		$7.79M Sell
23,810
-494
-2% -$153K 1.38% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Trust's JPM Position: Q2 2026 in Review

Legacy Trust reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $153K and leaving 23,810 shares worth $7.79M. The position accounts for 1.38% of the portfolio, ranked #25.

Legacy Trust first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.8M in Q4 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Trust held 23,810 shares of JPMorgan Chase worth $7.79M as of Q2 2026.
  • Legacy Trust sold 494 JPMorgan Chase shares in Q2 2026, an estimated $153K.
  • JPMorgan Chase made up 1.38% of Legacy Trust's portfolio in Q2 2026, its #25 holding.
  • Legacy Trust first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's JPMorgan Chase position peaked at $12.8M in Q4 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.