SEC 13F Intelligence

My Legacy Advisors, LLC / JPM

My Legacy Advisors, LLC’s Jpmorgan Chase & Co Position

Does My Legacy Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes10.2K shares worth $3M (+1.05% of its 13F portfolio) as of Q2 2025, up from 9.9K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
10.2K
% of Portfolio
+1.05%
Quarters Held
13
currently held

Position History JPM

Reported value by quarter
Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202510.2K$3M+1.05%
Q1 20259.9K$2M+0.94%
Q4 20249.9K$3M+0.97%
Q3 20249.7K$2M+0.80%
Q2 202411.2K$2M+0.75%
Q4 202311.0K$2M+0.68%
Q3 202310.6K$2M+0.63%
Q2 202311.3K$2M+0.66%
Q1 202310.7K$1M+0.59%
Q4 202210.5K$1M+0.63%
Q3 202210.1K$1M+0.57%
Q2 20229.4K$1M+0.53%
Q1 20228.6K$1M+0.55%

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