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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.

Tip: Access up to 7 years of quarterly data

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
2026-06-30 $231k 704 327.51
2023-09-30 $58M 400 145077.50

More positions owned by Legacy Financial Group

Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr S&p Dividend Etf Etf (SDY)
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)
Essential 40 Stock Etf Etf (ESN)
Vanguard Morningstar Small-cap Etf Etf (VB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT)
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)

View all positions for Legacy Financial Group

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.