Legal Advantage Investments’s JPMorgan Chase JPM Stock Holding History

Legal Advantage Investments’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	$1.71M	Sell	5,212 -166	-3%	-$51.6K	0.6%	37
2026 Q1	$1.58M	Hold	5,378	–	–	0.82%	37
2025 Q4	$1.73M	Hold	5,378	–	–	0.8%	37
2025 Q3	$1.7M	Hold	5,378	–	–	0.76%	38
2025 Q2	$1.56M	Sell	5,378 -225	-4%	-$57.4K	0.73%	39
2025 Q1	$1.37M	Sell	5,603 -50	-0.9%	-$12.7K	0.74%	39
2024 Q4	$1.36M	Sell	5,653 -50	-0.9%	-$11.6K	0.72%	43
2024 Q3	$1.2M	Hold	5,703	–	–	0.66%	47
2024 Q2	$1.15M	Hold	5,703	–	–	0.66%	45
2024 Q1	$1.14M	Hold	5,703	–	–	0.64%	47
2023 Q4	$970K	Sell	5,703 -115	-2%	-$17.4K	0.58%	48
2023 Q3	$844K	Hold	5,818	–	–	0.6%	47
2023 Q2	$846K	Hold	5,818	–	–	0.56%	49
2023 Q1	$758K	Hold	5,818	–	–	0.56%	49
2022 Q4	$780K	Hold	5,818	–	–	0.64%	45
2022 Q3	$608K	Buy	5,818 +1,900	+48%	+$218K	0.57%	49
2022 Q2	$441K	Hold	3,918	–	–	0.43%	52
2022 Q1	$534K	Buy	3,918 +398	+11%	+$58.7K	0.4%	59
2021 Q4	$557K	Hold	3,520	–	–	0.38%	59
2021 Q3	$576K	Hold	3,520	–	–	0.39%	59
2021 Q2	$548K	Hold	3,520	–	–	0.38%	59
2021 Q1	$536K	Hold	3,520	–	–	0.4%	59
2020 Q4	$447K	Buy	+3,520	New	+$393K	0.35%	58

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Legal Advantage Investments's JPM Position: Q2 2026 in Review

Legal Advantage Investments reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $51.6K and leaving 5,212 shares worth $1.71M. The position accounts for 0.6% of the portfolio, ranked #37.

Legal Advantage Investments first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Legal Advantage Investments held 5,212 shares of JPMorgan Chase worth $1.71M as of Q2 2026.
Legal Advantage Investments sold 166 JPMorgan Chase shares in Q2 2026, an estimated $51.6K.
JPMorgan Chase made up 0.6% of Legal Advantage Investments's portfolio in Q2 2026, its #37 holding.
Legal Advantage Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
Legal Advantage Investments's JPMorgan Chase position peaked at $1.73M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.