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 Q2	$26.6M	Buy	81,211 +8,657	+12%	+$2.69M	1.53%	11
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelis Capital Partners's JPM Position: Q2 2026 in Review

Fidelis Capital Partners increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $2.69M and bringing the position to 81,211 shares worth $26.6M. The position accounts for 1.53% of the portfolio, ranked #11.

Fidelis Capital Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fidelis Capital Partners held 81,211 shares of JPMorgan Chase worth $26.6M as of Q2 2026.
Fidelis Capital Partners bought 8,657 JPMorgan Chase shares in Q2 2026, an estimated $2.69M.
JPMorgan Chase made up 1.53% of Fidelis Capital Partners's portfolio in Q2 2026, its #11 holding.
Fidelis Capital Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.