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Williamson Legacy Group’s JPMorgan Chase JPM Stock Holding History

Williamson Legacy Group’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 		– Sell
-2,739
Closed -$883K – 98
2025
Q4 		$883K Buy
2,739
+36
+1% +$11.1K 0.69% 62
2025
Q3 		$853K Buy
+2,703
New +$804K 0.66% 70
2025
Q2 		– Sell
-6,403
Closed -$1.57M – 124
2025
Q1 		$1.57M Buy
6,403
+1,137
+22% +$290K 1.49% 18
2024
Q4 		$1.26M Buy
5,266
+332
+7% +$77.3K 0.84% 27
2024
Q3 		$1.04M Buy
4,934
+1,279
+35% +$269K 0.7% 32
2024
Q2 		$739K Buy
3,655
+581
+19% +$114K 0.55% 56
2024
Q1 		$616K Buy
+3,074
New +$555K 0.48% 64

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williamson Legacy Group's JPM Position: Q1 2026 in Review

Williamson Legacy Group sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 2,739 shares — an estimated $883K sold.

Williamson Legacy Group first reported a position in JPM in Q1 2024 and held it in 7 quarters. The position peaked at $1.57M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Williamson Legacy Group reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 2,739 JPMorgan Chase shares in Q1 2026, an estimated $883K.
  • Williamson Legacy Group first reported a position in JPMorgan Chase in Q1 2024 and held it in 7 quarters.
  • Williamson Legacy Group's JPMorgan Chase position peaked at $1.57M in Q1 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.