Legacy Trust »

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.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Trust

Quarter filed Position value Share count Share price at filing
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