SEC 13F Intelligence

Legacy Financial Advisors, Inc. / JPM

Legacy Financial Advisors, Inc.’s Jpmorgan Chase & Co Position

Does Legacy Financial Advisors, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 33.9K shares worth $10M (+1.39% of its 13F portfolio) as of Q1 2026, up from 33.6K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
33.9K
% of Portfolio
+1.39%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.9K$10M+1.39%
Q4 202533.6K$11M+1.50%
Q3 202534.2K$11M+1.49%
Q2 202534.3K$10M+1.55%
Q1 202538.0K$9M+1.56%
Q4 202438.2K$9M+1.51%
Q3 202438.1K$8M+1.35%
Q2 202437.5K$8M+1.35%
Q1 202439.7K$8M+1.43%
Q4 202341.2K$7M+1.35%
Q3 202340.4K$6M+1.17%
Q2 202339.5K$6M+1.07%
Q1 202338.2K$5M+1.02%
Q4 202238.2K$5M+1.10%
Q3 202236.3K$4M+0.91%
Q2 202235.4K$4M+0.99%
Q1 202234.3K$5M+1.05%
Q4 202135.3K$6M+1.28%
Q3 202134.8K$6M+1.40%
Q2 202133.3K$5M+1.31%
Q1 202132.2K$5M+1.34%
Q4 202034.1K$4M+1.23%
Q3 202033.6K$3M+0.99%
Q2 202033.3K$3M+1.13%
Q1 202031.9K$3M+1.13%
Q4 201931.4K$4M+1.39%
Q3 201931.4K$4M+1.23%
Q2 201931.7K$4M+1.25%
Q1 201931.6K$3M+1.08%
Q4 201829.4K$3M+1.11%

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