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Fiduciary Group’s JPMorgan Chase JPM Stock Holding History

Fiduciary 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
Q1 		$25.8M Sell
87,657
-761
-0.9% -$231K 2.2% 8
2025
Q4 		$28.5M Sell
88,418
-2,643
-3% -$818K 2.39% 7
2025
Q3 		$28.7M Sell
91,061
-604
-0.7% -$180K 2.52% 7
2025
Q2 		$26.6M Sell
91,665
-405
-0.4% -$103K 2.5% 6
2025
Q1 		$22.6M Sell
92,070
-633
-0.7% -$161K 2.26% 8
2024
Q4 		$22.2M Sell
92,703
-1,918
-2% -$447K 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% -$268K 2.07% 11
2024
Q1 		$19.4M Sell
96,769
-2,465
-2% -$445K 2.11% 9
2023
Q4 		$16.9M Sell
99,234
-2,507
-2% -$380K 1.98% 10
2023
Q3 		$14.8M Sell
101,741
-901
-0.9% -$135K 1.88% 10
2023
Q2 		$14.9M Sell
102,642
-430
-0.4% -$59.1K 1.83% 11
2023
Q1 		$13.4M Sell
103,072
-1,009
-1% -$138K 1.75% 12
2022
Q4 		$14M Sell
104,081
-1,778
-2% -$225K 1.86% 12
2022
Q3 		$14.3M Buy
105,859
+2,388
+2% +$274K 1.85% 13
2022
Q2 		$12.4M Buy
103,471
+1,515
+1% +$188K 1.55% 17
2022
Q1 		$12M Buy
101,956
+1,927
+2% +$284K 1.59% 17
2021
Q4 		$15.8M Buy
100,029
+977
+1% +$160K 1.76% 15
2021
Q3 		$17M Sell
99,052
-614
-0.6% -$96.3K 1.93% 12
2021
Q2 		$15.1M Buy
99,666
+1,112
+1% +$175K 1.74% 16
2021
Q1 		$15.2M Buy
98,554
+844
+0.9% +$121K 1.84% 14
2020
Q4 		$13.6M Sell
97,710
-472
-0.5% -$52.8K 1.8% 16
2020
Q3 		$9.45M Buy
98,182
+2,642
+3% +$259K 1.43% 21
2020
Q2 		$8.99M Buy
95,540
+1,380
+1% +$131K 1.5% 20
2020
Q1 		$8.48M Buy
94,160
+3,530
+4% +$429K 1.66% 18
2019
Q4 		$12.6M Buy
90,630
+150
+0.2% +$19.2K 2.01% 11
2019
Q3 		$10.6M Buy
90,480
+1,118
+1% +$126K 1.86% 14
2019
Q2 		$9.99M Buy
89,362
+407
+0.5% +$44.9K 1.79% 14
2019
Q1 		$9.01M Buy
88,955
+1,558
+2% +$161K 1.68% 16
2018
Q4 		$8.53M Buy
87,397
+1,029
+1% +$110K 1.76% 14
2018
Q3 		$9.75M Buy
86,368
+1,902
+2% +$216K 1.91% 13
2018
Q2 		$8.8M Sell
84,466
-43
-0.1% -$4.72K 1.86% 13
2018
Q1 		$9.29M Sell
84,509
-991
-1% -$112K 2.01% 12
2017
Q4 		$9.14M Buy
85,500
+77
+0.1% +$7.8K 1.95% 12
2017
Q3 		$8.16M Sell
85,423
-262
-0.3% -$24.2K 1.84% 11
2017
Q2 		$7.83M Sell
85,685
-3
-0% -$259 1.81% 13
2017
Q1 		$7.53M Buy
85,688
+4,395
+5% +$388K 1.78% 14
2016
Q4 		$7.01M Buy
81,293
+75
+0.1% +$5.72K 1.81% 8
2016
Q3 		$5.41M Buy
81,218
+1,162
+1% +$75.8K 1.47% 18
2016
Q2 		$4.97M Buy
80,056
+874
+1% +$54.6K 1.38% 21
2016
Q1 		$4.69M Buy
79,182
+2,861
+4% +$167K 1.36% 21
2015
Q4 		$5.04M Buy
76,321
+9,982
+15% +$650K 1.5% 20
2015
Q3 		$4.04M Sell
66,339
-524
-0.8% -$34.3K 1.35% 20
2015
Q2 		$4.53M Buy
+66,863
New +$4.37M 1.43% 18

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 Group's JPM Position: Q1 2026 in Review

Fiduciary Group reduced its JPMorgan Chase (JPM) stake by 0.86% in Q1 2026, selling an estimated $231K and leaving 87,657 shares worth $25.8M. The position accounts for 2.2% of the portfolio, ranked #8.

Fiduciary Group first reported a position in JPM in Q2 2015 and has held it in 44 quarters since. The position peaked at $28.7M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fiduciary Group held 87,657 shares of JPMorgan Chase worth $25.8M as of Q1 2026.
  • Fiduciary Group sold 761 JPMorgan Chase shares in Q1 2026, an estimated $231K.
  • JPMorgan Chase made up 2.2% of Fiduciary Group's portfolio in Q1 2026, its #8 holding.
  • Fiduciary Group first reported a position in JPMorgan Chase in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's JPMorgan Chase position peaked at $28.7M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.