JPMorgan Chase & Co. shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 6.0k | 315.44 |
| 2025-06-30 | $1.8M | 6.3k | 289.93 |
| 2025-03-31 | $1.7M | 7.0k | 245.30 |
| 2024-12-31 | $1.8M | 7.4k | 239.70 |
| 2024-09-30 | $3.1M | 15k | 210.86 |
| 2024-06-30 | $1.5M | 7.3k | 202.25 |
| 2024-03-31 | $1.2M | 8.5k | 140.54 |
| 2023-09-30 | $853k | 5.9k | 145.01 |
| 2023-03-31 | $794k | 6.1k | 130.31 |
More positions owned by Legacy Capital Wealth Partners
View all positions for Legacy Capital Wealth Partners