Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,454,258
+$1,483,705 QoQ
Shares Held
34,993
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#1,346
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. JPM ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
34,993 | $11,454,258 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,504 | $3,219,597 | |
| 3 | C |
Citigroup Inc
|
18,681 | $2,614,592 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,801 | $2,049,554 | |
| 5 | RY |
Royal Bank Of Canada
|
5,229 | $1,082,246 | |
| 6 | UBS |
UBS Group AG
|
14,196 | $703,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,772 | $666,512 | |
| 8 | TD |
Toronto Dominion Bank
|
5,338 | $648,193 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,454,258 | 34,993 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,970,553 | 33,895 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,814,992 | 33,564 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,798,746 | 34,235 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,938,114 | 34,280 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,311,097 | 37,958 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,152,846 | 38,183 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,039,670 | 38,128 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,587,986 | 37,516 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,954,714 | 39,714 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,004,207 | 41,177 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,854,457 | 40,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,747,061 | 39,515 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,971,456 | 38,151 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,119,535 | 38,177 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,792,932 | 36,296 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,982,002 | 35,361 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,679,729 | 34,329 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,596,722 | 35,344 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,691,010 | 34,767 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,183,992 | 33,329 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,902,871 | 32,207 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $4,338,678 | 34,144 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,234,383 | 33,597 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,134,643 | 33,326 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,871,146 | 31,891 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||