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Legacy Wealth Management, LLC / MS: JPM position timeline

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

Legacy Wealth Management, LLC / MS held 9,928 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,928 shares
    Change vs previous 13F -2,537 shares

    0.83% of the 13F portfolio, value $3,249,732.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 12,465 shares
    Change vs previous 13F -79 shares

    1.05% of the 13F portfolio, value $3,666,704.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 12,544 shares
    Change vs previous 13F +1,709 shares

    1.08% of the 13F portfolio, value $4,041,928.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 10,835 shares
    Change vs previous 13F -1,613 shares

    1.03% of the 13F portfolio, value $3,417,684.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 12,448 shares
    Change vs previous 13F -595 shares

    1.1% of the 13F portfolio, value $3,608,800.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 13,043 shares
    Change vs previous 13F +150 shares

    1.05% of the 13F portfolio, value $3,199,448.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 12,893 shares
    Change vs previous 13F -275 shares

    1.23% of the 13F portfolio, value $3,090,581.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 13,168 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,776,604.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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