Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,049,092
+$122,488 QoQ
Shares Held
3,205
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#3,601
of 5,058 holders
Holding Since
Dec 2025
3 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 Partners, LLC holds $1,910,782 across 4 Banks - Diversified names. JPM ranks #1 (54.9% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,092 | 3,205 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $926,604 | 3,150 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $991,148 | 3,076 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||