FG
Fiduciary Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
91,665
-405
| -0.4% | -$117K | 2.5% | 6 |
|
|
2025
Q1 | $22.6M | Sell |
92,070
-633
| -0.7% | -$155K | 2.26% | 8 |
|
|
2024
Q4 | $22.2M | Sell |
92,703
-1,918
| -2% | -$460K | 2.23% | 8 |
|
|
2024
Q3 | $20M | Sell |
94,621
-778
| -0.8% | -$164K | 2.02% | 10 |
|
|
2024
Q2 | $19.3M | Sell |
95,399
-1,370
| -1% | -$277K | 2.07% | 11 |
|
|
2024
Q1 | $19.4M | Sell |
96,769
-2,465
| -2% | -$494K | 2.11% | 9 |
|
|
2023
Q4 | $16.9M | Sell |
99,234
-2,507
| -2% | -$426K | 1.98% | 10 |
|
|
2023
Q3 | $14.8M | Sell |
101,741
-901
| -0.9% | -$131K | 1.88% | 10 |
|
|
2023
Q2 | $14.9M | Sell |
102,642
-430
| -0.4% | -$62.5K | 1.83% | 11 |
|
|
2023
Q1 | $13.4M | Sell |
103,072
-1,009
| -1% | -$131K | 1.75% | 12 |
|
|
2022
Q4 | $14M | Sell |
104,081
-1,778
| -2% | -$238K | 1.86% | 12 |
|
|
2022
Q3 | $14.3M | Buy |
105,859
+2,388
| +2% | +$323K | 1.85% | 13 |
|
|
2022
Q2 | $12.4M | Buy |
103,471
+1,515
| +1% | +$182K | 1.55% | 17 |
|
|
2022
Q1 | $12M | Buy |
101,956
+1,927
| +2% | +$228K | 1.59% | 17 |
|
|
2021
Q4 | $15.8M | Buy |
100,029
+977
| +1% | +$155K | 1.76% | 15 |
|
|
2021
Q3 | $17M | Sell |
99,052
-614
| -0.6% | -$105K | 1.93% | 12 |
|
|
2021
Q2 | $15.1M | Buy |
99,666
+1,112
| +1% | +$168K | 1.74% | 16 |
|
|
2021
Q1 | $15.2M | Buy |
98,554
+844
| +0.9% | +$130K | 1.84% | 14 |
|
|
2020
Q4 | $13.6M | Sell |
97,710
-472
| -0.5% | -$65.7K | 1.8% | 16 |
|
|
2020
Q3 | $9.45M | Buy |
98,182
+2,642
| +3% | +$254K | 1.43% | 21 |
|
|
2020
Q2 | $8.99M | Buy |
95,540
+1,380
| +1% | +$130K | 1.5% | 20 |
|
|
2020
Q1 | $8.48M | Buy |
94,160
+3,530
| +4% | +$318K | 1.66% | 18 |
|
|
2019
Q4 | $12.6M | Buy |
90,630
+150
| +0.2% | +$20.9K | 2.01% | 11 |
|
|
2019
Q3 | $10.6M | Buy |
90,480
+1,118
| +1% | +$132K | 1.86% | 14 |
|
|
2019
Q2 | $9.99M | Buy |
89,362
+407
| +0.5% | +$45.5K | 1.79% | 14 |
|
|
2019
Q1 | $9.01M | Buy |
88,955
+1,558
| +2% | +$158K | 1.68% | 16 |
|
|
2018
Q4 | $8.53M | Buy |
87,397
+1,029
| +1% | +$100K | 1.76% | 14 |
|
|
2018
Q3 | $9.75M | Buy |
86,368
+1,902
| +2% | +$215K | 1.91% | 13 |
|
|
2018
Q2 | $8.8M | Sell |
84,466
-43
| -0.1% | -$4.48K | 1.86% | 13 |
|
|
2018
Q1 | $9.29M | Sell |
84,509
-991
| -1% | -$109K | 2.01% | 12 |
|
|
2017
Q4 | $9.14M | Buy |
85,500
+77
| +0.1% | +$8.23K | 1.95% | 12 |
|
|
2017
Q3 | $8.16M | Sell |
85,423
-262
| -0.3% | -$25K | 1.84% | 11 |
|
|
2017
Q2 | $7.83M | Sell |
85,685
-3
| -0% | -$274 | 1.81% | 13 |
|
|
2017
Q1 | $7.53M | Buy |
85,688
+4,395
| +5% | +$386K | 1.78% | 14 |
|
|
2016
Q4 | $7.02M | Buy |
81,293
+75
| +0.1% | +$6.47K | 1.81% | 8 |
|
|
2016
Q3 | $5.41M | Buy |
81,218
+1,162
| +1% | +$77.4K | 1.47% | 18 |
|
|
2016
Q2 | $4.98M | Buy |
80,056
+874
| +1% | +$54.3K | 1.38% | 21 |
|
|
2016
Q1 | $4.69M | Buy |
79,182
+2,861
| +4% | +$169K | 1.36% | 21 |
|
|
2015
Q4 | $5.04M | Buy |
76,321
+9,982
| +15% | +$659K | 1.5% | 20 |
|
|
2015
Q3 | $4.05M | Sell |
66,339
-524
| -0.8% | -$32K | 1.35% | 20 |
|
|
2015
Q2 | $4.53M | Buy |
+66,863
| New | +$4.53M | 1.43% | 18 |
|