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JPMorgan Chase & Co. shares owned by Legacy Edge Advisors

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

Historical chart of Legacy Edge Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 9.0k 322.23

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Ishares Tr Rus Mid Cap Etf (IWR)
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Vanguard Index Fds Growth Etf (VUG)
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Series Trust State Street Spd (SPSM)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)

View all positions for Legacy Edge Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.