Legend Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Legend Financial 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	$254K	Hold	863	–	–	0.16%	38
2025 Q4	$278K	Hold	863	–	–	0.17%	35
2025 Q3	$272K	Hold	863	–	–	0.17%	35
2025 Q2	$250K	Hold	863	–	–	0.17%	35
2025 Q1	$212K	Hold	863	–	–	0.16%	36
2024 Q4	$207K	Hold	863	–	–	0.15%	34
2024 Q3	$182K	Sell	863 -120	-12%	-$25.3K	0.13%	35
2024 Q2	$199K	Sell	983 -23	-2%	-$4.5K	0.14%	39
2024 Q1	$202K	Buy	1,006 +18	+2%	+$3.25K	0.15%	38
2023 Q4	$168K	Buy	988 +12	+1%	+$1.82K	0.14%	35
2023 Q3	$142K	Sell	976 -210	-18%	-$31.5K	0.12%	43
2023 Q2	$172K	Buy	1,186 +70	+6%	+$9.63K	0.14%	38
2023 Q1	$145K	Sell	1,116 -71	-6%	-$9.73K	0.12%	42
2022 Q4	$159K	Buy	1,187 +184	+18%	+$23.3K	0.14%	44
2022 Q3	$105K	Buy	+1,003	New	+$115K	0.1%	45

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legend Financial Advisors's JPM Position: Q1 2026 in Review

Legend Financial Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 863 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #38.

Legend Financial Advisors first reported a position in JPM in Q3 2022 and has held it in 15 quarters since. The position peaked at $278K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Legend Financial Advisors held 863 shares of JPMorgan Chase worth $254K as of Q1 2026.
Legend Financial Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.16% of Legend Financial Advisors's portfolio in Q1 2026, its #38 holding.
Legend Financial Advisors first reported a position in JPMorgan Chase in Q3 2022 and has held it in 15 quarters since.
Legend Financial Advisors's JPMorgan Chase position peaked at $278K in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.