Legacy Private Trust Co.

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 1352547 NEENAH, WI

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$24,651,222

+$2,185,341 QoQ

Shares Held

75,310

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.18%

of 13F equity value

Holder Rank

#886

of 5,057 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Legacy Private Trust Co. holds $42,223,753 across 4 Banks - Diversified names. JPM ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	75,310	$24,651,222
2	WFC	Wells Fargo & Company/Mn	139,088	$11,494,232
3	BAC	Bank Of America Corp /De/	103,120	$5,875,777
4	C	Citigroup Inc	1,447	$202,522

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,651,222	75,310	-1.4%	Shares	Sole	2026-07-21
2026-03-31	$22,465,881	76,373	-1.8%	Shares	Sole	2026-04-07
2025-12-31	$25,056,471	77,762	+4.3%	Shares	Sole	2026-01-08
2025-09-30	$23,508,681	74,529	+15.0%	Shares	Sole	2025-10-08
2025-06-30	$18,794,864	64,830	-3.5%	Shares	Sole	2025-07-08
2025-03-31	$16,479,744	67,182	-7.0%	Shares	Sole	2025-04-04
2024-12-31	$17,308,499	72,206	+3.2%	Shares	Sole	2025-01-08
2024-09-30	$14,751,132	69,957	-0.9%	Shares	Sole	2024-10-07
2024-06-30	$14,278,544	70,595	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$14,107,929	70,434	-0.7%	Shares	Sole	2024-04-10
2023-12-31	$12,060,599	70,903	-0.9%	Shares	Sole	2024-01-10
2023-09-30	$10,373,859	71,534	+0.7%	Shares	Sole	2023-10-11
2023-06-30	$10,336,129	71,068	-2.6%	Shares	Sole	2023-07-07
2023-03-31	$9,510,805	72,986	+5.2%	Shares	Sole	2023-04-12
2022-09-30	$7,251,568	69,393	-4.4%	Shares	Sole	2022-10-06
2022-06-30	$8,173,570	72,583	+7.4%	Shares	Sole	2022-07-07
2022-03-31	$9,216,730	67,611	-0.2%	Shares	Sole	2022-04-11
2021-12-31	$10,730,111	67,762	+2.5%	Shares	Sole	2022-01-12
2021-09-30	$10,817,616	66,086	+5.1%	Shares	Sole	2021-10-12
2021-06-30	$9,779,266	62,873	+0.6%	Shares	Sole	2021-07-09
2021-03-31	$9,514,221	62,499	-2.3%	Shares	Other	2021-04-09
2020-12-31	$8,132,098	63,997	-7.7%	Shares	Sole	2021-01-12
2020-09-30	$6,671,895	69,304	-12.0%	Shares	Sole	2020-10-14
2020-06-30	$7,406,189	78,739	-3.0%	Shares	Sole	2020-07-09
2020-03-31	$7,306,923	81,161	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.