JPMorgan Chase & Co. shares owned by Legacy Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 16k | 315.43 |
| 2025-03-31 | $6.5M | 27k | 245.30 |
| 2024-12-31 | $6.4M | 27k | 239.71 |
| 2024-09-30 | $5.3M | 25k | 210.86 |
| 2024-06-30 | $4.9M | 24k | 202.26 |
| 2024-03-31 | $4.1M | 20k | 200.30 |
| 2023-12-31 | $3.5M | 21k | 170.10 |
| 2023-09-30 | $2.9M | 20k | 145.02 |
| 2023-06-30 | $3.0M | 20k | 145.44 |
| 2023-03-31 | $963k | 7.4k | 130.31 |
| 2022-12-31 | $1.0M | 7.7k | 134.10 |
| 2022-09-30 | $625k | 6.0k | 104.46 |
| 2022-06-30 | $675k | 6.0k | 112.58 |
| 2022-03-31 | $667k | 4.9k | 136.35 |
| 2021-12-31 | $522k | 3.3k | 158.28 |
| 2021-09-30 | $543k | 3.3k | 163.70 |
| 2021-06-30 | $513k | 3.3k | 155.55 |
| 2021-03-31 | $502k | 3.3k | 152.21 |
| 2020-12-31 | $308k | 2.4k | 127.12 |
| 2020-09-30 | $248k | 2.6k | 96.39 |
| 2020-06-30 | $266k | 2.8k | 94.23 |
| 2020-03-31 | $810k | 9.0k | 90.04 |
| 2019-12-31 | $1.1M | 7.9k | 139.41 |
| 2019-09-30 | $764k | 6.5k | 117.65 |
| 2019-06-30 | $930k | 8.3k | 111.85 |
| 2019-03-31 | $811k | 8.0k | 101.29 |
| 2018-12-31 | $796k | 8.1k | 97.68 |
| 2018-09-30 | $823k | 7.3k | 112.85 |
| 2018-06-30 | $295k | 2.8k | 104.13 |
| 2018-03-31 | $264k | 2.4k | 110.14 |
| 2017-12-31 | $169k | 1.6k | 106.42 |
| 2017-09-30 | $106k | 1.2k | 90.99 |
| 2017-06-30 | $106k | 1.2k | 90.99 |
| 2017-03-31 | $102k | 1.2k | 87.55 |
| 2016-12-31 | $100k | 1.2k | 85.84 |