Position in JPM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$241,242
+$35,330 QoQ
Shares Held
737
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#4,816
of 5,056 holders
Holding Since
Jun 2025
5 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 SOLUTIONS, LLC holds $748,597 across 2 Banks - Diversified names. JPM ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
3,625 | $507,355 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
737 | $241,242 |
All Filings in JPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,242 | 737 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $205,912 | 700 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $266,475 | 827 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $257,390 | 816 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $228,738 | 789 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||