Fiduciary Financial Group’s JPMorgan Chase JPM Stock Holding History

Fiduciary Financial Group’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	$1.39M	Buy	4,261 +260	+6%	+$80.7K	0.16%	88
2026 Q1	$1.18M	Sell	4,001 -384	-9%	-$117K	0.16%	94
2025 Q4	$1.41M	Buy	4,385 +476	+12%	+$147K	0.2%	74
2025 Q3	$1.23M	Sell	3,909 -60	-2%	-$17.8K	0.19%	73
2025 Q2	$1.15M	Buy	3,969 +156	+4%	+$39.8K	0.21%	69
2025 Q1	$866K	Buy	3,813 +762	+25%	+$194K	0.19%	76
2024 Q4	$732K	Sell	3,051 -7	-0.2%	-$1.63K	0.16%	91
2024 Q3	$644K	Buy	3,058 +68	+2%	+$14.3K	0.15%	88
2024 Q2	$639K	Buy	+2,990	New	+$585K	0.15%	86

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Fiduciary Financial Group's JPM Position: Q2 2026 in Review

Fiduciary Financial Group increased its JPMorgan Chase (JPM) stake by 6.5% in Q2 2026, buying an estimated $80.7K and bringing the position to 4,261 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #88.

Fiduciary Financial Group first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q4 2025. 2,522 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fiduciary Financial Group held 4,261 shares of JPMorgan Chase worth $1.39M as of Q2 2026.
Fiduciary Financial Group bought 260 JPMorgan Chase shares in Q2 2026, an estimated $80.7K.
JPMorgan Chase made up 0.16% of Fiduciary Financial Group's portfolio in Q2 2026, its #88 holding.
Fiduciary Financial Group first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's JPMorgan Chase position peaked at $1.41M in Q4 2025.
2,522 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.