Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$501,142
+$259,049 QoQ
Shares Held
1,531
+86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#4,280
of 5,058 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $501,142 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,531 | $501,142 |
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,142 | 1,531 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $242,093 | 823 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $234,253 | 727 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $122,386 | 388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $114,804 | 396 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $59,362 | 242 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $58,009 | 242 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $44,702 | 212 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||