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Legacy Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Legacy Wealth Advisors’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 		$830K Buy
2,823
+506
+22% +$154K 0.42% 32
2025
Q4 		$747K Buy
+2,317
New +$717K 0.49% 31

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 Wealth Advisors's JPM Position: Q1 2026 in Review

Legacy Wealth Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q1 2026, buying an estimated $154K and bringing the position to 2,823 shares worth $830K. The position accounts for 0.42% of the portfolio, ranked #32.

Legacy Wealth Advisors first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Legacy Wealth Advisors held 2,823 shares of JPMorgan Chase worth $830K as of Q1 2026.
  • Legacy Wealth Advisors bought 506 JPMorgan Chase shares in Q1 2026, an estimated $154K.
  • JPMorgan Chase made up 0.42% of Legacy Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • Legacy Wealth Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.