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Disclosery

Legacy Trust: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Trust on JPM, newest first. How the timeline and the estimate are built.

Legacy Trust held 23,810 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,810 shares
    Change vs previous 13F -494 shares

    1.38% of the 13F portfolio, value $7,793,727.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 24,304 shares
    Change vs previous 13F -15,510 shares

    1.37% of the 13F portfolio, value $7,149,265.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 39,814 shares
    Change vs previous 13F +674 shares

    2.4% of the 13F portfolio, value $12,828,867.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,140 shares
    Change vs previous 13F +2,942 shares

    2.43% of the 13F portfolio, value $12,345,930.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 36,198 shares
    Change vs previous 13F -1,668 shares

    2.57% of the 13F portfolio, value $10,494,162.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 37,866 shares
    Change vs previous 13F -20 shares

    2.24% of the 13F portfolio, value $9,288,530.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,886 shares
    Change vs previous 13F -18 shares

    2.11% of the 13F portfolio, value $9,081,653.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,904 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $7,992,437.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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