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
2025
Q1 		– Sell
-900
Closed -$216K – 209
2024
Q4 		$216K Buy
+900
New +$210K 0.06% 52

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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. 5,056 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.
  • 5,056 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.