JPMorgan Chase & Co. shares owned by Legacy Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 39k | 315.43 |
| 2025-06-30 | $11M | 36k | 289.91 |
| 2025-03-31 | $9.3M | 38k | 245.30 |
| 2024-12-31 | $9.1M | 38k | 239.71 |
| 2024-09-30 | $8.0M | 38k | 210.86 |
| 2024-06-30 | $7.6M | 38k | 202.26 |
| 2024-03-31 | $8.0M | 40k | 200.30 |
| 2023-12-31 | $6.2M | 37k | 170.10 |
| 2023-09-30 | $5.3M | 36k | 145.02 |
| 2023-06-30 | $5.2M | 36k | 145.44 |
| 2023-03-31 | $4.8M | 37k | 130.31 |
| 2022-12-31 | $5.0M | 37k | 134.10 |