Legacy Capital Group California, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1977092 LOS GATOS, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,170,197

+$178,440 QoQ

Shares Held

6,630

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#2,895

of 5,058 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. JPM ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	15,985	$2,237,260
2	JPM	Jpmorgan Chase & Co This page	6,630	$2,170,197
3	BNY	Bank of New York Mellon Corp	13,511	$1,953,825
4	UBS	UBS Group AG	31,602	$1,566,195
5	BCS	Barclays PLC	42,007	$1,128,308
6	BAC	Bank Of America Corp /De/	17,863	$1,017,833
7	HSBC	Hsbc Holdings PLC	4,668	$443,880
8	TD	Toronto Dominion Bank	3,638	$441,762

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,170,197	6,630	-2.1%	Shares	Sole	2026-07-29
2026-03-31	$1,991,757	6,771	-50.5%	Shares	Sole	2026-05-04
2025-12-31	$4,411,191	13,690	-0.8%	Shares	Sole	2026-01-28
2025-09-30	$4,354,195	13,804	-7.2%	Shares	Sole	2025-11-12
2025-06-30	$4,310,671	14,869	+49.7%	Shares	Sole	2025-07-14
2025-03-31	$2,436,074	9,931	-1.2%	Shares	Sole	2025-05-09
2024-12-31	$2,410,523	10,056	-0.6%	Shares	Sole	2025-02-03
2024-09-30	$2,132,638	10,114	+24.1%	Shares	Sole	2024-10-23
2024-06-30	$1,648,419	8,150	+1.4%	Shares	Sole	2024-07-22
2024-03-31	$1,610,612	8,041	-3.2%	Shares	Sole	2024-05-07
2023-12-31	$1,412,680	8,305	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$1,203,375	8,298	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$1,201,625	8,262	+2.7%	Shares	Sole	2023-08-10
2023-03-31	$1,048,474	8,046	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.