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 Q2	$260K	Sell	794 -69	-8%	-$21.4K	0.15%	38
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legend Financial Advisors's JPM Position: Q2 2026 in Review

Legend Financial Advisors reduced its JPMorgan Chase (JPM) stake by 8% in Q2 2026, selling an estimated $21.4K and leaving 794 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #38.

Legend Financial Advisors first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. The position peaked at $278K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Legend Financial Advisors held 794 shares of JPMorgan Chase worth $260K as of Q2 2026.
Legend Financial Advisors sold 69 JPMorgan Chase shares in Q2 2026, an estimated $21.4K.
JPMorgan Chase made up 0.15% of Legend Financial Advisors's portfolio in Q2 2026, its #38 holding.
Legend Financial Advisors first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
Legend Financial Advisors's JPMorgan Chase position peaked at $278K in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.