FFO
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Fiduciary Family Office’s JPMorgan Chase JPM Stock Holding History

Fiduciary Family Office’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 		$5.01M Buy
15,319
+675
+5% +$210K 1.25% 10
2026
Q1 		$4.31M Buy
14,644
+396
+3% +$120K 1.23% 10
2025
Q4 		$4.59M Buy
14,248
+99
+0.7% +$30.7K 1.32% 8
2025
Q3 		$4.46M Sell
14,149
-89
-0.6% -$26.5K 1.27% 11
2025
Q2 		$4.13M Sell
14,238
-80
-0.6% -$20.4K 1.35% 9
2025
Q1 		$3.51M Buy
14,318
+13,403
+1,465% +$3.42M 1.17% 10
2024
Q4 		$219K Sell
915
-12,727
-93% -$2.96M 0.06% 50
2024
Q3 		$2.88M Sell
13,642
-259
-2% -$54.6K 0.95% 13
2024
Q2 		$2.81M Sell
13,901
-1,767
-11% -$345K 1.11% 12
2024
Q1 		$3.14M Buy
15,668
+1,063
+7% +$192K 1.23% 11
2023
Q4 		$2.48M Buy
+14,605
New +$2.21M 1.09% 9

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 Family Office's JPM Position: Q2 2026 in Review

Fiduciary Family Office increased its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, buying an estimated $210K and bringing the position to 15,319 shares worth $5.01M. The position accounts for 1.25% of the portfolio, ranked #10.

Fiduciary Family Office first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fiduciary Family Office held 15,319 shares of JPMorgan Chase worth $5.01M as of Q2 2026.
  • Fiduciary Family Office bought 675 JPMorgan Chase shares in Q2 2026, an estimated $210K.
  • JPMorgan Chase made up 1.25% of Fiduciary Family Office's portfolio in Q2 2026, its #10 holding.
  • Fiduciary Family Office first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.