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Legacy Wealth Management, LLC / MS → JPM-PM
Legacy Wealth Management, LLC / MS JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$428K
Q3 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4M |
| Q4 2025 | $359K |
| Q4 2025 | $406K |
| Q1 2026 | $3.7M |
| Q1 2026 | $355K |
| Q1 2026 | $388K |
| Q2 2026 | $3.2M |
| Q2 2026 | $354K |
| Q2 2026 | $430K |
| Q3 2026 | $3.1M |
| Q3 2026 | $352K |
| Q3 2026 | $428K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $428K | 7.0K | — | — |
| Q3 2026 | $352K | 6.3K | — | — |
| Q3 2026 | $3.1M | 9.3K | — | — |
| Q2 2026 | $430K | 7.0K | — | — |
| Q2 2026 | $354K | 6.3K | — | — |
| Q2 2026 | $3.2M | 9.9K | — | — |
| Q1 2026 | $388K | 7.0K | — | — |
| Q1 2026 | $355K | 6.3K | — | — |
| Q1 2026 | $3.7M | 12.5K | — | — |
| Q4 2025 | $406K | 7.0K | — | — |
| Q4 2025 | $359K | 6.3K | — | — |
| Q4 2025 | $4M | 12.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B