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 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 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

Fiduciary Family Office's JPM Position: Q1 2026 in Review

Fiduciary Family Office increased its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, buying an estimated $120K and bringing the position to 14,644 shares worth $4.31M. The position accounts for 1.23% of the portfolio, ranked #10.

Fiduciary Family Office first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.59M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Fiduciary Family Office held 14,644 shares of JPMorgan Chase worth $4.31M as of Q1 2026.
Fiduciary Family Office bought 396 JPMorgan Chase shares in Q1 2026, an estimated $120K.
JPMorgan Chase made up 1.23% of Fiduciary Family Office's portfolio in Q1 2026, its #10 holding.
Fiduciary Family Office first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's JPMorgan Chase position peaked at $4.59M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.