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Legacy CG, LLC

SEC CIK
0001904825
Latest filing
Jul 22, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Legacy CG, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
18,490
Value
$6.05M
% of portfolio
1.5%
Quarters held
13
Since Q2 2023
Holdings of JPM by Legacy CG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,490$6.05M1.5%−200−1.1%ReducedHolders
Q1 202618,690$5.50M1.5%−54−0.3%ReducedHolders
Q4 202518,744$6.04M1.7%−2,408−11.4%ReducedHolders
Q3 202521,152$6.67M1.9%−989−4.5%ReducedHolders
Q2 202522,141$6.42M1.9%−329−1.5%ReducedHolders
Q1 202522,470$5.51M1.8%−1,040−4.4%ReducedHolders
Q4 202423,510$5.64M1.7%+84+0.4%AddedHolders
Q3 202423,426$4.94M1.6%−7,592−24.5%ReducedHolders
Q2 202431,018$6.27M2.1%−274−0.9%ReducedHolders
Q1 202431,292$6.27M2.3%−702−2.2%ReducedHolders
Q4 202331,994$5.44M2.1%+5,542+21.0%AddedHolders
Q3 202326,452$3.84M1.8%+993+3.9%AddedHolders
Q2 202325,459$3.70M1.8%+25,459NewHolders