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My Legacy Advisors’s JPMorgan Chase JPM Stock Holding History

My Legacy 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
2025
Q2 		$2.95M Buy
10,234
+336
+3% +$85.7K 1.05% 22
2025
Q1 		$2.43M Sell
9,898
-50
-0.5% -$12.7K 0.94% 27
2024
Q4 		$2.51M Buy
9,948
+279
+3% +$65K 0.97% 25
2024
Q3 		$2.04M Sell
9,669
-2,140
-18% -$451K 0.81% 33
2024
Q2 		$2.39M Buy
11,809
+583
+5% +$114K 0.76% 29
2024
Q1 		$2.25M Buy
11,226
+249
+2% +$44.9K 0.75% 35
2023
Q4 		$1.87M Buy
10,977
+381
+4% +$57.7K 0.68% 34
2023
Q3 		$1.54M Sell
10,596
-686
-6% -$103K 0.63% 39
2023
Q2 		$1.68M Buy
11,282
+545
+5% +$75K 0.66% 37
2023
Q1 		$1.37M Buy
10,737
+277
+3% +$38K 0.59% 50
2022
Q4 		$1.48M Buy
10,460
+329
+3% +$41.7K 0.63% 40
2022
Q3 		$1.13M Buy
10,131
+733
+8% +$84.1K 0.57% 48
2022
Q2 		$1.06M Buy
9,398
+749
+9% +$92.8K 0.53% 50
2022
Q1 		$1.18M Buy
+8,649
New +$1.28M 0.55% 48

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

My Legacy Advisors's JPM Position: Q2 2025 in Review

My Legacy Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2025, buying an estimated $85.7K and bringing the position to 10,234 shares worth $2.95M. The position accounts for 1.05% of the portfolio, ranked #22.

My Legacy Advisors first reported a position in JPM in Q1 2022 and has held it in 14 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • My Legacy Advisors held 10,234 shares of JPMorgan Chase worth $2.95M as of Q2 2025.
  • My Legacy Advisors bought 336 JPMorgan Chase shares in Q2 2025, an estimated $85.7K.
  • JPMorgan Chase made up 1.05% of My Legacy Advisors's portfolio in Q2 2025, its #22 holding.
  • My Legacy Advisors first reported a position in JPMorgan Chase in Q1 2022 and has held it in 14 quarters since.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.