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Legacy Private Trust Co. → JPM-PM
Legacy Private Trust Co. JPM-PM Position History
JPM-PM
Quarters held
42
Latest value
$671K
Q3 2026
Peak value
$24.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $262K |
| Q3 2025 | $23M |
| Q3 2025 | $462K |
| Q3 2025 | $1.8M |
| Q3 2025 | $2M |
| Q3 2025 | $4.6M |
| Q3 2025 | $3.1M |
| Q3 2025 | $15.7M |
| Q3 2025 | $1.9M |
| Q3 2025 | $458K |
| Q4 2025 | $223K |
| Q4 2025 | $24.6M |
| Q4 2025 | $472K |
| Q4 2025 | $1.1M |
| Q4 2025 | $2M |
| Q4 2025 | $3.4M |
| Q4 2025 | $4.9M |
| Q4 2025 | $462K |
| Q1 2026 | $21.9M |
| Q1 2026 | $549K |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.6M |
| Q1 2026 | $4.5M |
| Q1 2026 | $442K |
| Q1 2026 | $534K |
| Q2 2026 | $24M |
| Q2 2026 | $677K |
| Q2 2026 | $1M |
| Q2 2026 | $1.6M |
| Q2 2026 | $3.5M |
| Q2 2026 | $4.1M |
| Q2 2026 | $489K |
| Q2 2026 | $612K |
| Q3 2026 | $23.8M |
| Q3 2026 | $617K |
| Q3 2026 | $998K |
| Q3 2026 | $1.6M |
| Q3 2026 | $2.2M |
| Q3 2026 | $11.1M |
| Q3 2026 | $487K |
| Q3 2026 | $671K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $671K | 11.0K | — | — |
| Q3 2026 | $487K | 8.0K | — | — |
| Q3 2026 | $11.1M | 220.9K | — | — |
| Q3 2026 | $2.2M | 43.4K | — | — |
| Q3 2026 | $1.6M | 28.5K | — | — |
| Q3 2026 | $998K | 17.8K | — | — |
| Q3 2026 | $617K | 1.9K | — | — |
| Q3 2026 | $23.8M | 72.0K | — | — |
| Q2 2026 | $612K | 10.0K | — | — |
| Q2 2026 | $489K | 8.0K | — | — |
| Q2 2026 | $4.1M | 80.4K | — | — |
| Q2 2026 | $3.5M | 69.5K | — | — |
| Q2 2026 | $1.6M | 28.5K | — | — |
| Q2 2026 | $1M | 18.0K | — | — |
| Q2 2026 | $677K | 2.1K | — | — |
| Q2 2026 | $24M | 73.2K | — | — |
| Q1 2026 | $534K | 9.6K | — | — |
| Q1 2026 | $442K | 8.0K | — | — |
| Q1 2026 | $4.5M | 89.6K | — | — |
| Q1 2026 | $1.6M | 31.5K | — | — |
| Q1 2026 | $1.8M | 31.6K | — | — |
| Q1 2026 | $1.1M | 19.3K | — | — |
| Q1 2026 | $549K | 1.9K | — | — |
| Q1 2026 | $21.9M | 74.5K | — | — |
| Q4 2025 | $462K | 8.0K | — | — |
| Q4 2025 | $4.9M | 97.4K | — | — |
| Q4 2025 | $3.4M | 67.2K | — | — |
| Q4 2025 | $2M | 35.1K | — | — |
| Q4 2025 | $1.1M | 19.8K | — | — |
| Q4 2025 | $472K | 1.5K | — | — |
| Q4 2025 | $24.6M | 76.3K | — | — |
| Q4 2025 | $223K | 9.8K | — | — |
| Q3 2025 | $458K | 8.0K | — | — |
| Q3 2025 | $1.9M | 37.4K | — | — |
| Q3 2025 | $15.7M | 308.9K | — | — |
| Q3 2025 | $3.1M | 60.6K | — | — |
| Q3 2025 | $4.6M | 90.8K | — | — |
| Q3 2025 | $2M | 35.1K | — | — |
| Q3 2025 | $1.8M | 32.3K | — | — |
| Q3 2025 | $462K | 1.5K | — | — |
| Q3 2025 | $23M | 73.1K | — | — |
| Q3 2025 | $262K | 11.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B