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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
Q3 		$7.38M Sell
21,909
-1,901
-8% -$665K 1.24% 26
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Legacy Trust's JPM Position: Q3 2026 in Review

Legacy Trust reduced its JPMorgan Chase (JPM) stake by 8% in Q3 2026, selling an estimated $665K and leaving 21,909 shares worth $7.38M. The position accounts for 1.24% of the portfolio, ranked #26.

Legacy Trust first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.8M in Q4 2025. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Legacy Trust held 21,909 shares of JPMorgan Chase worth $7.38M as of Q3 2026.
  • Legacy Trust sold 1,901 JPMorgan Chase shares in Q3 2026, an estimated $665K.
  • JPMorgan Chase made up 1.24% of Legacy Trust's portfolio in Q3 2026, its #26 holding.
  • Legacy Trust first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's JPMorgan Chase position peaked at $12.8M in Q4 2025.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.