JPMorgan Chase & Co. shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.6k | 315.42 |
| 2025-06-30 | $1.6M | 5.4k | 289.90 |
| 2025-03-31 | $849k | 3.5k | 245.29 |
| 2024-12-31 | $851k | 3.5k | 239.98 |
| 2024-09-30 | $715k | 3.4k | 210.87 |
| 2024-06-30 | $793k | 3.8k | 208.69 |
| 2024-03-31 | $656k | 3.3k | 200.30 |
| 2023-12-31 | $538k | 3.2k | 170.10 |
| 2023-09-30 | $458k | 3.2k | 144.72 |
| 2023-06-30 | $460k | 3.2k | 145.44 |
| 2023-03-31 | $329k | 2.5k | 130.31 |
| 2022-12-31 | $334k | 2.5k | 134.10 |
| 2022-09-30 | $222k | 2.1k | 104.47 |
| 2022-06-30 | $265k | 2.4k | 112.57 |
| 2022-03-31 | $268k | 2.0k | 136.53 |
| 2021-12-31 | $274k | 1.7k | 158.56 |
| 2021-09-30 | $283k | 1.7k | 163.77 |
| 2021-06-30 | $268k | 1.7k | 155.81 |
| 2021-03-31 | $262k | 1.7k | 152.33 |
| 2020-12-31 | $219k | 1.7k | 127.33 |
| 2019-12-31 | $376k | 2.7k | 139.41 |
| 2019-09-30 | $356k | 2.8k | 126.65 |
| 2019-06-30 | $242k | 2.1k | 114.26 |
| 2019-03-31 | $210k | 2.1k | 101.45 |
| 2018-12-31 | $205k | 2.1k | 97.39 |
| 2018-06-30 | $307k | 2.9k | 104.32 |
| 2018-03-31 | $329k | 3.0k | 110.00 |
| 2017-12-31 | $307k | 2.9k | 106.97 |
More positions owned by Legacy Financial Strategies
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