SEC 13F Intelligence

Legacy Bridge, LLC / JPM

Legacy Bridge, LLC’s Jpmorgan Chase & Co Position

Does Legacy Bridge, LLC own Jpmorgan Chase & Co (JPM)? Yes — 9.7K shares worth $3M (+1.09% of its 13F portfolio) as of Q1 2026, up from 9.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.7K
% of Portfolio
+1.09%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $743,000Q4 ’18Q1 ’19: $792,000Q2 ’19: $875,000Q3 ’19: $903,000Q4 ’19: $1MQ4 ’19Q1 ’20: $574,000Q2 ’20: $591,000Q3 ’20: $604,000Q4 ’20: $798,000Q4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $923,000Q3 ’22: $857,000Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.7K$3M+1.09%
Q4 20259.7K$3M+1.26%
Q3 20259.1K$3M+1.20%
Q2 20259.1K$3M+1.25%
Q1 20259.1K$2M+1.25%
Q4 20248.5K$2M+1.07%
Q3 20248.5K$2M+0.97%
Q2 20248.5K$2M+1.02%
Q1 20248.5K$2M+1.00%
Q4 20238.5K$1M+0.94%
Q3 20238.5K$1M+0.88%
Q2 20238.6K$1M+0.83%
Q1 20238.2K$1M+0.75%
Q4 20228.2K$1M+0.78%
Q3 20228.2K$857,000+0.68%
Q2 20228.2K$923,000+0.68%
Q1 20228.2K$1M+0.65%
Q4 20218.2K$1M+0.68%
Q3 20218.3K$1M+0.78%
Q2 20217.9K$1M+0.69%
Q1 20216.8K$1M+0.67%
Q4 20206.3K$798,000+0.58%
Q3 20206.3K$604,000+0.55%
Q2 20206.3K$591,000+0.65%
Q1 20206.4K$574,000+0.72%
Q4 20198.4K$1M+0.97%
Q3 20197.7K$903,000+0.86%
Q2 20197.8K$875,000+0.84%
Q1 20197.8K$792,000+0.82%
Q4 20187.6K$743,000+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Bridge, LLC’s full portfolio or all institutional holders of JPM.