Legacy Private Trust Co.: JPM position timeline

Legacy Private Trust Co. held 73,881 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 73,881 shares

   Change vs previous 13F -1,429 shares

   1.35% of the 13F portfolio, value $24,442,050.

   13F-HR 0001352547-26-000005 filed by Legacy Private Trust Co.
   Accepted 2026-10-06 16:27:28 UTC, ingested 2026-10-06 16:28:49 UTC

2. period ended2026-06-30

   13F 75,310 shares

   Change vs previous 13F -1,063 shares

   1.38% of the 13F portfolio, value $24,651,222.

   13F-HR 0001352547-26-000004 filed by Legacy Private Trust Co.
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 76,373 shares

   Change vs previous 13F -1,389 shares

   1.39% of the 13F portfolio, value $22,465,881.

   13F-HR 0001352547-26-000003 filed by Legacy Private Trust Co.
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 77,762 shares

   Change vs previous 13F +3,233 shares

   1.48% of the 13F portfolio, value $25,056,471.

   13F-HR 0001352547-26-000002 filed by Legacy Private Trust Co.
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 74,529 shares

   Change vs previous 13F +9,699 shares

   1.41% of the 13F portfolio, value $23,508,681.

   13F-HR 0001352547-25-000010 filed by Legacy Private Trust Co.
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 64,830 shares

   Change vs previous 13F -2,352 shares

   1.21% of the 13F portfolio, value $18,794,864.

   13F-HR 0001352547-25-000005 filed by Legacy Private Trust Co.
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 67,182 shares

   Change vs previous 13F -5,024 shares

   1.13% of the 13F portfolio, value $16,479,744.

   13F-HR 0001352547-25-000004 filed by Legacy Private Trust Co.
   Filed 2025-04-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 72,206 shares

   Change vs previous 13F not available

   1.13% of the 13F portfolio, value $17,308,499.

   13F-HR 0001352547-25-000002 filed by Legacy Private Trust Co.
   Filed 2025-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).