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

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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
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

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Legacy Financial Group

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.