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Fiduciary Planning’s JPMorgan Chase JPM Stock Holding History

Fiduciary Planning’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 		$1.39M Sell
4,731
-34
-0.7% -$10.3K 0.42% 30
2025
Q4 		$1.54M Buy
4,765
+52
+1% +$16.1K 0.47% 30
2025
Q3 		$1.49M Buy
4,713
+6
+0.1% +$1.78K 0.45% 29
2025
Q2 		$1.36M Sell
4,707
-56
-1% -$14.3K 0.45% 30
2025
Q1 		$1.17M Buy
4,763
+102
+2% +$26K 0.38% 34
2024
Q4 		$1.12M Sell
4,661
-32
-0.7% -$7.45K 0.36% 35
2024
Q3 		$990K Buy
4,693
+57
+1% +$12K 0.34% 34
2024
Q2 		$938K Buy
4,636
+55
+1% +$10.8K 0.34% 33
2024
Q1 		$918K Buy
4,581
+3
+0.1% +$541 0.35% 31
2023
Q4 		$779K Sell
4,578
-4,819
-51% -$730K 0.33% 29
2023
Q3 		$1.36M Sell
9,397
-3,233
-26% -$485K 0.64% 26
2023
Q2 		$1.84M Buy
12,630
+21
+0.2% +$2.89K 0.85% 15
2023
Q1 		$1.64M Buy
12,609
+100
+0.8% +$13.7K 0.78% 14
2022
Q4 		$1.68M Buy
12,509
+90
+0.7% +$11.4K 0.81% 13
2022
Q3 		$1.3M Buy
12,419
+144
+1% +$16.5K 0.67% 11
2022
Q2 		$1.38M Buy
12,275
+1,632
+15% +$202K 0.68% 11
2022
Q1 		$1.45M Buy
10,643
+1,044
+11% +$154K 0.8% 11
2021
Q4 		$1.52M Sell
9,599
-4,436
-32% -$728K 0.85% 11
2021
Q3 		$2.3M Buy
14,035
+3,672
+35% +$576K 1.22% 14
2021
Q2 		$1.61M Buy
10,363
+3,027
+41% +$475K 1.39% 14
2021
Q1 		$1.12M Buy
7,336
+76
+1% +$10.9K 1.69% 21
2020
Q4 		$923K Buy
7,260
+102
+1% +$11.4K 1.3% 30
2020
Q3 		$689K Buy
7,158
+3,130
+78% +$307K 1.14% 31
2020
Q2 		$389K Hold
4,028
– – 0.86% 30
2020
Q1 		$363K Sell
4,028
-20
-0.5% -$2.43K 0.68% 28
2019
Q4 		$544K Buy
+4,048
New +$519K 0.5% 33

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 Planning's JPM Position: Q1 2026 in Review

Fiduciary Planning reduced its JPMorgan Chase (JPM) stake by 0.71% in Q1 2026, selling an estimated $10.3K and leaving 4,731 shares worth $1.39M. The position accounts for 0.42% of the portfolio, ranked #30.

Fiduciary Planning first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.3M in Q3 2021. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fiduciary Planning held 4,731 shares of JPMorgan Chase worth $1.39M as of Q1 2026.
  • Fiduciary Planning sold 34 JPMorgan Chase shares in Q1 2026, an estimated $10.3K.
  • JPMorgan Chase made up 0.42% of Fiduciary Planning's portfolio in Q1 2026, its #30 holding.
  • Fiduciary Planning first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Fiduciary Planning's JPMorgan Chase position peaked at $2.3M in Q3 2021.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.