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JPMorgan Chase & Co. shares owned by Legacy CG

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy CG from 13F filings

Historical chart of Legacy CG investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Legacy CG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy CG

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 31k 200.30
2023-12-31 $5.4M 32k 170.10
2023-09-30 $3.8M 27k 145.02
2023-06-30 $3.7M 26k 145.44

More positions owned by Legacy CG

Principal Exchange Traded Us Mega Cp Etf (USMC)
American Centy Etf Tr Multisector (MUSI)
Pacer Fds Tr Pacer Us Small (CALF)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amgen (AMGN)

View all positions for Legacy CG

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.