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

Legacy Wealth Management (Mississippi)’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 		$3.25M Sell
9,928
-2,537
-20% -$788K 0.83% 23
2026
Q1 		$3.67M Sell
12,465
-79
-0.6% -$24K 1.05% 19
2025
Q4 		$4.04M Buy
12,544
+1,709
+16% +$529K 1.08% 20
2025
Q3 		$3.42M Sell
10,835
-1,613
-13% -$480K 1.03% 20
2025
Q2 		$3.61M Sell
12,448
-595
-5% -$152K 1.1% 23
2025
Q1 		$3.2M Buy
13,043
+150
+1% +$38.2K 1.05% 25
2024
Q4 		$3.09M Sell
12,893
-275
-2% -$64.1K 1.23% 22
2024
Q3 		$2.78M Buy
13,168
+500
+4% +$105K 1.02% 27
2024
Q2 		$2.56M Hold
12,668
– – 1.08% 27
2024
Q1 		$2.54M Hold
12,668
– – 1.14% 24
2023
Q4 		$2.15M Hold
12,668
– – 1.04% 27
2023
Q3 		$1.84M Sell
12,668
-146
-1% -$21.9K 0.95% 30
2023
Q2 		$1.86M Sell
12,814
-24
-0.2% -$3.3K 0.93% 31
2023
Q1 		$1.67M Hold
12,838
– – 0.92% 31
2022
Q4 		$1.72M Sell
12,838
-282
-2% -$35.7K 1.02% 28
2022
Q3 		$1.37M Buy
13,120
+200
+2% +$23K 0.93% 35
2022
Q2 		$1.45M Sell
12,920
-185
-1% -$22.9K 0.88% 37
2022
Q1 		$1.79M Sell
13,105
-140
-1% -$20.7K 0.93% 30
2021
Q4 		$2.1M Buy
13,245
+31
+0.2% +$5.09K 1.07% 26
2021
Q3 		$2.16M Hold
13,214
– – 1.16% 24
2021
Q2 		$2.06M Buy
13,214
+155
+1% +$24.3K 1.14% 26
2021
Q1 		$1.99M Buy
13,059
+225
+2% +$32.4K 1.2% 24
2020
Q4 		$1.63M Sell
12,834
-1,170
-8% -$131K 1.03% 29
2020
Q3 		$1.35M Sell
14,004
-5,919
-30% -$581K 0.93% 36
2020
Q2 		$1.87M Buy
19,923
+618
+3% +$58.6K 1.43% 16
2020
Q1 		$1.74M Buy
19,305
+8,224
+74% +$999K 1.62% 12
2019
Q4 		$1.54M Buy
+11,081
New +$1.42M 1.35% 14

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $788K and leaving 9,928 shares worth $3.25M. The position accounts for 0.83% of the portfolio, ranked #23.

Legacy Wealth Management (Mississippi) first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.04M in Q4 2025. 1,750 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 9,928 shares of JPMorgan Chase worth $3.25M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 2,537 JPMorgan Chase shares in Q2 2026, an estimated $788K.
  • JPMorgan Chase made up 0.83% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #23 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s JPMorgan Chase position peaked at $4.04M in Q4 2025.
  • 1,750 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.