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Fiduciary Management Inc’s JPMorgan Chase JPM Stock Holding History

Fiduciary Management Inc’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
2023
Q1 		– Sell
-1,302,390
Closed -$175M – 66
2022
Q4 		$175M Sell
1,302,390
-158,709
-11% -$20.1M 1.77% 25
2022
Q3 		$153M Sell
1,461,099
-69,769
-5% -$8.01M 1.61% 26
2022
Q2 		$172M Sell
1,530,868
-447,856
-23% -$55.5M 1.63% 26
2022
Q1 		$270M Sell
1,978,724
-417,540
-17% -$61.6M 2.18% 20
2021
Q4 		$379M Sell
2,396,264
-198,515
-8% -$32.6M 2.79% 11
2021
Q3 		$425M Sell
2,594,779
-11,250
-0.4% -$1.76M 3.17% 9
2021
Q2 		$405M Sell
2,606,029
-76,308
-3% -$12M 2.98% 10
2021
Q1 		$408M Sell
2,682,337
-18,024
-0.7% -$2.59M 3.06% 10
2020
Q4 		$343M Sell
2,700,361
-102,586
-4% -$11.5M 2.6% 15
2020
Q3 		$270M Sell
2,802,947
-158,091
-5% -$15.5M 2.23% 23
2020
Q2 		$279M Sell
2,961,038
-333,886
-10% -$31.7M 2.34% 18
2020
Q1 		$297M Sell
3,294,924
-1,113,492
-25% -$135M 2.58% 12
2019
Q4 		$615M Sell
4,408,416
-95,952
-2% -$12.3M 3.81% 5
2019
Q3 		$530M Buy
4,504,368
+178,297
+4% +$20.2M 3.44% 5
2019
Q2 		$484M Sell
4,326,071
-83,888
-2% -$9.25M 3.09% 8
2019
Q1 		$446M Sell
4,409,959
-153,548
-3% -$15.8M 2.92% 13
2018
Q4 		$445M Sell
4,563,507
-77,834
-2% -$8.29M 3.18% 9
2018
Q3 		$524M Sell
4,641,341
-227,040
-5% -$25.8M 3.28% 10
2018
Q2 		$507M Sell
4,868,381
-367,195
-7% -$40.3M 3.24% 10
2018
Q1 		$576M Buy
5,235,576
+58,135
+1% +$6.58M 3.52% 10
2017
Q4 		$554M Sell
5,177,441
-509,444
-9% -$51.6M 3.4% 12
2017
Q3 		$543M Sell
5,686,885
-157,351
-3% -$14.5M 3.21% 11
2017
Q2 		$534M Sell
5,844,236
-389,261
-6% -$33.6M 3.2% 11
2017
Q1 		$548M Sell
6,233,497
-47,368
-0.8% -$4.18M 3.17% 10
2016
Q4 		$542M Sell
6,280,865
-414,024
-6% -$31.6M 3.32% 10
2016
Q3 		$446M Buy
+6,694,889
New +$437M 2.8% 15

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Management Inc's JPM Position: Q1 2023 in Review

Fiduciary Management Inc sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 1,302,390 shares — an estimated $175M sold.

Fiduciary Management Inc first reported a position in JPM in Q3 2016 and held it in 26 quarters. The position peaked at $615M in Q4 2019. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Fiduciary Management Inc reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Management Inc sold 1,302,390 JPMorgan Chase shares in Q1 2023, an estimated $175M.
  • Fiduciary Management Inc first reported a position in JPMorgan Chase in Q3 2016 and held it in 26 quarters.
  • Fiduciary Management Inc's JPMorgan Chase position peaked at $615M in Q4 2019.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Fiduciary Management Inc's 13F filing for Q1 2023, filed 12 May 2023.