Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,045,819
+$215,406 QoQ
Shares Held
3,195
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#3,605
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 Advisors, LLC holds $2,657,454 across 5 Banks - Diversified names. JPM ranks #1 (39.4% 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 | $1,045,819 | 3,195 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $830,413 | 2,823 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $746,583 | 2,317 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||