Legacy Bridge, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1689144 WEST DES MOINES, IA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,179,028

+$322,147 QoQ

Shares Held

9,712

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#2,520

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Legacy Bridge, LLC holds $8,268,164 across 5 Banks - Diversified names. JPM ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,712	$3,179,028
2	BNY	Bank of New York Mellon Corp	18,908	$2,734,285
3	C	Citigroup Inc	13,064	$1,828,437
4	WFC	Wells Fargo & Company/Mn	6,270	$518,152
5	BAC	Bank Of America Corp /De/	145	$8,262

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,179,028	9,712	0.0%	Shares	Sole	2026-08-13
2026-03-31	$2,856,881	9,712	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$3,111,678	9,657	+5.6%	Shares	Sole	2026-01-23
2025-09-30	$2,883,976	9,143	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$2,642,529	9,115	0.0%	Shares	Sole	2025-08-06
2025-03-31	$2,235,909	9,115	+6.8%	Shares	Sole	2025-05-08
2024-12-31	$2,045,924	8,535	0.0%	Shares	Sole	2025-01-22
2024-09-30	$1,799,690	8,535	-0.1%	Shares	Sole	2024-11-07
2024-06-30	$1,727,300	8,540	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$1,708,759	8,531	-0.2%	Shares	Sole	2024-04-25
2023-12-31	$1,454,184	8,549	0.0%	Shares	Sole	2024-01-17
2023-09-30	$1,239,775	8,549	-0.6%	Shares	Sole	2023-10-11
2023-06-30	$1,250,638	8,599	+4.2%	Shares	Sole	2023-07-11
2023-03-31	$1,074,927	8,249	+0.4%	Shares	Sole	2023-04-24
2022-12-31	$1,102,167	8,219	+0.3%	Shares	Sole	2023-01-11
2022-09-30	$856,691	8,198	0.0%	Shares	Sole	2022-11-02
2022-06-30	$923,176	8,198	0.0%	Shares	Sole	2022-07-21
2022-03-31	$1,117,551	8,198	0.0%	Shares	Sole	2022-04-28
2021-12-31	$1,298,153	8,198	-1.0%	Shares	Sole	2022-01-18
2021-09-30	$1,355,025	8,278	+4.9%	Shares	Sole	2021-10-26
2021-06-30	$1,226,899	7,888	+15.4%	Shares	Sole	2021-08-03
2021-03-31	$1,040,948	6,838	+8.9%	Shares	Sole	2021-04-29
2020-12-31	$797,745	6,278	0.0%	Shares	Sole	2021-02-02
2020-09-30	$604,383	6,278	0.0%	Shares	Sole	2020-10-19
2020-06-30	$590,508	6,278	-1.6%	Shares	Sole	2020-08-04
2020-03-31	$574,481	6,381	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.