Family Legacy, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1706016 GREENVILLE, SC

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,074,576

+$776,761 QoQ

Shares Held

24,668

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#1,650

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Financial Services · as of Jun 30, 2026

Family Legacy, Inc. holds $16,132,896 across 5 Banks - Diversified names. JPM ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	24,668	$8,074,576
2	BAC	Bank Of America Corp /De/	60,758	$3,461,990
3	TD	Toronto Dominion Bank	22,912	$2,782,204
4	C	Citigroup Inc	6,563	$918,557
5	WFC	Wells Fargo & Company/Mn	10,837	$895,569

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,074,576	24,668	-0.6%	Shares	Sole	2026-08-06
2026-03-31	$7,297,815	24,809	-2.8%	Shares	Sole	2026-05-12
2025-12-31	$8,221,765	25,516	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$8,096,457	25,668	-7.2%	Shares	Sole	2025-11-13
2025-06-30	$8,020,939	27,667	-5.0%	Shares	Sole	2025-07-23
2025-03-31	$7,145,098	29,128	-7.3%	Shares	Sole	2025-04-23
2024-12-31	$7,532,886	31,425	-2.1%	Shares	Sole	2025-02-12
2024-09-30	$6,765,443	32,085	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$6,514,592	32,209	-3.2%	Shares	Sole	2024-07-24
2024-03-31	$6,666,785	33,284	-2.0%	Shares	Sole	2024-04-24
2023-12-31	$5,776,255	33,958	+0.0%	Shares	Sole	2024-01-17
2023-09-30	$4,923,574	33,951	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$4,936,233	33,940	-0.0%	Shares	Sole	2023-08-07
2023-03-31	$4,423,242	33,944	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$4,434,016	33,065	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$3,394,264	32,481	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$3,607,236	32,033	+0.6%	Shares	Sole	2022-07-22
2022-03-31	$4,339,474	31,833	+0.8%	Shares	Sole	2022-04-18
2021-12-31	$5,001,168	31,583	+2.0%	Shares	Sole	2022-01-18
2021-09-30	$5,068,824	30,966	-4.2%	Shares	Sole	2021-10-12
2021-06-30	$5,026,275	32,315	-0.2%	Shares	Sole	2021-07-28
2021-03-31	$4,928,750	32,377	-4.0%	Shares	Sole	2021-04-09
2020-12-31	$4,287,087	33,738	+0.0%	Shares	Sole	2021-02-08
2020-09-30	$3,246,416	33,722	+3.2%	Shares	Sole	2020-10-09
2020-06-30	$3,072,281	32,663	-1.4%	Shares	Sole	2020-07-20
2020-03-31	$2,982,153	33,124	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.