JPMorgan Chase & Co. shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 11k | 315.43 |
| 2025-06-30 | $3.6M | 12k | 289.91 |
| 2025-03-31 | $3.2M | 13k | 245.30 |
| 2024-12-31 | $3.1M | 13k | 239.71 |
| 2024-09-30 | $2.8M | 13k | 210.86 |
| 2024-06-30 | $2.6M | 13k | 202.26 |
| 2024-03-31 | $2.5M | 13k | 200.30 |
| 2023-12-31 | $2.2M | 13k | 170.10 |
| 2023-09-30 | $1.8M | 13k | 145.02 |
| 2023-06-30 | $1.9M | 13k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |
| 2022-09-30 | $1.4M | 13k | 104.50 |
| 2022-06-30 | $1.5M | 13k | 112.61 |
| 2022-03-31 | $1.8M | 13k | 136.32 |
| 2021-12-31 | $2.1M | 13k | 158.35 |
| 2021-09-30 | $2.2M | 13k | 163.69 |
| 2021-06-30 | $2.1M | 13k | 155.54 |
| 2021-03-31 | $2.0M | 13k | 152.23 |
| 2020-12-31 | $1.6M | 13k | 127.07 |
| 2020-09-30 | $1.3M | 14k | 96.27 |
| 2020-06-30 | $1.9M | 20k | 94.06 |
| 2020-03-31 | $1.7M | 19k | 90.03 |
| 2019-12-31 | $1.5M | 11k | 139.40 |
More positions owned by Legacy Wealth Management, LLC / MS
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