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Legacy Wealth Management (Idaho)’s JPMorgan Chase JPM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$501K Buy
1,531
+708
+86% +$220K 0.21% 112
2026
Q1 		$242K Buy
823
+96
+13% +$29.1K 0.12% 106
2025
Q4 		$234K Buy
727
+339
+87% +$105K 0.11% 94
2025
Q3 		$122K Sell
388
-8
-2% -$2.38K 0.06% 115
2025
Q2 		$115K Buy
396
+154
+64% +$39.3K 0.06% 102
2025
Q1 		$59.4K Hold
242
– – 0.04% 132
2024
Q4 		$66.7K Buy
242
+30
+14% +$6.99K 0.04% 108
2024
Q3 		$51.1K Buy
+212
New +$44.7K 0.03% 118

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 Wealth Management (Idaho)'s JPM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its JPMorgan Chase (JPM) stake by 86% in Q2 2026, buying an estimated $220K and bringing the position to 1,531 shares worth $501K. The position accounts for 0.21% of the portfolio, ranked #112.

Legacy Wealth Management (Idaho) first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 1,531 shares of JPMorgan Chase worth $501K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 708 JPMorgan Chase shares in Q2 2026, an estimated $220K.
  • JPMorgan Chase made up 0.21% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #112 holding.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.