JPMorgan Chase & Co. shares owned by Legacy Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $610k | 1.9k | 315.43 |
| 2025-06-30 | $570k | 2.0k | 289.91 |
| 2025-03-31 | $543k | 2.2k | 245.30 |
| 2024-12-31 | $531k | 2.2k | 239.71 |
| 2024-09-30 | $495k | 2.2k | 221.92 |
| 2024-06-30 | $315k | 1.6k | 202.26 |
| 2024-03-31 | $318k | 1.6k | 200.30 |
| 2023-09-30 | $245k | 1.7k | 145.02 |
| 2023-06-30 | $241k | 1.7k | 145.44 |
| 2023-03-31 | $208k | 1.6k | 130.31 |
| 2022-12-31 | $214k | 1.6k | 134.10 |