Legacy Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1720969 PLYMOUTH MEETING, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,153,804

+$1,218,682 QoQ

Shares Held

18,800

+12.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,898

of 5,058 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Advisors, LLC holds $9,729,156 across 4 Banks - Diversified names. JPM ranks #1 (63.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,800	$6,153,804
2	BAC	Bank Of America Corp /De/	45,115	$2,570,652
3	WFC	Wells Fargo & Company/Mn	8,623	$712,604
4	C	Citigroup Inc	2,087	$292,096

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,153,804	18,800	+12.1%	Shares	Sole	2026-07-24
2026-03-31	$4,935,122	16,777	-4.2%	Shares	Sole	2026-05-05
2025-12-31	$5,640,783	17,506	+9.9%	Shares	Sole	2026-01-27
2025-09-30	$5,025,115	15,931	-40.3%	Shares	Sole	2025-11-13
2025-03-31	$6,548,774	26,697	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$6,384,675	26,635	+6.1%	Shares	Sole	2025-02-14
2024-09-30	$5,291,531	25,095	+3.5%	Shares	Sole	2024-11-13
2024-06-30	$4,901,973	24,236	+19.1%	Shares	Sole	2024-07-30
2024-03-31	$4,075,904	20,349	-2.3%	Shares	Sole	2024-04-30
2023-12-31	$3,542,162	20,824	+3.8%	Shares	Sole	2024-02-12
2023-09-30	$2,909,101	20,060	-1.2%	Shares	Sole	2023-11-14
2023-06-30	$2,953,159	20,305	+174.9%	Shares	Sole	2023-07-20
2023-03-31	$962,469	7,386	-4.5%	Shares	Sole	2023-05-01
2022-12-31	$1,036,861	7,732	+29.2%	Shares	Sole	2023-02-01
2022-09-30	$625,223	5,983	-0.2%	Shares	Sole	2022-11-09
2022-06-30	$675,209	5,996	+22.6%	Shares	Sole	2022-07-25
2022-03-31	$666,877	4,892	+48.3%	Shares	Sole	2022-05-11
2021-12-31	$522,238	3,298	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$542,959	3,317	+0.6%	Shares	Sole	2021-10-13
2021-06-30	$512,970	3,298	0.0%	Shares	Sole	2021-07-13
2021-03-31	$502,054	3,298	+36.1%	Shares	Sole	2021-04-12
2020-12-31	$307,890	2,423	-5.8%	Shares	Sole	2021-01-15
2020-09-30	$247,702	2,573	-8.9%	Shares	Sole	2020-10-08
2020-06-30	$265,531	2,823	-68.6%	Shares	Sole	2020-07-09
2020-03-31	$809,909	8,996	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.