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Fiduciary Alliance’s JPMorgan Chase JPM Stock Holding History

Fiduciary Alliance’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 		$32.9M Sell
100,605
-18,774
-16% -$5.83M 2.23% 3
2026
Q1 		$36.5M Sell
119,379
-16,358
-12% -$4.96M 2.2% 5
2025
Q4 		$43.7M Sell
135,737
-1,309
-1% -$405K 2.86% 4
2025
Q3 		$43.2M Sell
137,046
-9,364
-6% -$2.78M 2.9% 4
2025
Q2 		$42.4M Buy
146,410
+3,516
+2% +$897K 3.17% 4
2025
Q1 		$35.1M Buy
142,894
+1,193
+0.8% +$304K 3.45% 4
2024
Q4 		$34M Buy
141,701
+30,293
+27% +$7.06M 3.43% 4
2024
Q3 		$23.5M Buy
111,408
+9,622
+9% +$2.03M 3.12% 4
2024
Q2 		$21.3M Buy
101,786
+1,976
+2% +$386K 3.45% 4
2024
Q1 		$19.9M Sell
99,810
-4,171
-4% -$753K 3.5% 4
2023
Q4 		$17.7M Buy
103,981
+206
+0.2% +$31.2K 3.48% 5
2023
Q3 		$15M Buy
103,775
+1,710
+2% +$256K 3.48% 5
2023
Q2 		$14.8M Buy
102,065
+2,180
+2% +$300K 3.19% 6
2023
Q1 		$13M Buy
99,885
+3,907
+4% +$535K 3.27% 6
2022
Q4 		$12.9M Buy
+95,978
New +$12.2M 3.33% 6

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiduciary Alliance's JPM Position: Q2 2026 in Review

Fiduciary Alliance reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $5.83M and leaving 100,605 shares worth $32.9M. The position accounts for 2.23% of the portfolio, ranked #3.

Fiduciary Alliance first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.7M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fiduciary Alliance held 100,605 shares of JPMorgan Chase worth $32.9M as of Q2 2026.
  • Fiduciary Alliance sold 18,774 JPMorgan Chase shares in Q2 2026, an estimated $5.83M.
  • JPMorgan Chase made up 2.23% of Fiduciary Alliance's portfolio in Q2 2026, its #3 holding.
  • Fiduciary Alliance first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's JPMorgan Chase position peaked at $43.7M in Q4 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.