Fidelis Capital Partners’s JPMorgan Chase JPM Stock Holding History

Fidelis Capital Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.3M	Buy	72,554 +2,477	+4%	+$752K	1.52%	12
2025 Q4	$22.6M	Buy	70,077 +5,101	+8%	+$1.58M	1.64%	12
2025 Q3	$20.5M	Buy	64,976 +6,036	+10%	+$1.8M	1.6%	11
2025 Q2	$17.2M	Buy	58,940 +900	+2%	+$230K	1.56%	12
2025 Q1	$14.1M	Buy	58,040 +3,356	+6%	+$856K	1.5%	13
2024 Q4	$14.6M	Buy	54,684 +12,547	+30%	+$2.92M	1.46%	16
2024 Q3	$9.41M	Buy	42,137 +1,029	+3%	+$217K	1.12%	18
2024 Q2	$8.24M	Buy	41,108 +4,898	+14%	+$958K	1.17%	18
2024 Q1	$7.25M	Buy	36,210 +5,884	+19%	+$1.06M	1.1%	19
2023 Q4	$5.16M	Buy	30,326 +7,008	+30%	+$1.06M	1.14%	13
2023 Q3	$3.38M	Buy	23,318 +1,476	+7%	+$221K	1.16%	15
2023 Q2	$3.18M	Buy	21,842 +760	+4%	+$105K	1.16%	14
2023 Q1	$2.88M	Buy	21,082 +12,752	+153%	+$1.75M	1.23%	14
2022 Q4	$1.14M	Buy	+8,330	New	+$1.06M	1.35%	18

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelis Capital Partners's JPM Position: Q1 2026 in Review

Fidelis Capital Partners increased its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, buying an estimated $752K and bringing the position to 72,554 shares worth $21.3M. The position accounts for 1.52% of the portfolio, ranked #12.

Fidelis Capital Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.6M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Fidelis Capital Partners held 72,554 shares of JPMorgan Chase worth $21.3M as of Q1 2026.
Fidelis Capital Partners bought 2,477 JPMorgan Chase shares in Q1 2026, an estimated $752K.
JPMorgan Chase made up 1.52% of Fidelis Capital Partners's portfolio in Q1 2026, its #12 holding.
Fidelis Capital Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Fidelis Capital Partners's JPMorgan Chase position peaked at $22.6M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.