Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,890,323
+$274,359 QoQ
Shares Held
8,830
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#2,605
of 5,056 holders
Holding Since
Dec 2023
10 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 Edge Advisors, LLC holds $3,776,307 across 4 Banks - Diversified names. JPM ranks #1 (76.5% of the industry book) .
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,890,323 | 8,830 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,615,964 | 8,893 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,884,191 | 8,951 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $2,477,860 | 8,547 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $2,028,876 | 8,271 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $2,007,571 | 8,375 | Shares | Sole | 2026-08-17 | |
| 2024-09-30 | $1,827,312 | 8,666 | Shares | Sole | 2026-08-17 | |
| 2024-06-30 | $1,772,808 | 8,765 | Shares | Sole | 2026-08-17 | |
| 2024-03-31 | $1,540,507 | 7,691 | Shares | Sole | 2026-08-17 | |
| 2023-12-31 | $1,301,265 | 7,650 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||