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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
Q2 		$1.55M Buy
4,733
+2
+0% +$621 0.41% 31
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiduciary Planning's JPM Position: Q2 2026 in Review

Fiduciary Planning increased its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, buying an estimated $621 and bringing the position to 4,733 shares worth $1.55M. The position accounts for 0.41% of the portfolio, ranked #31.

Fiduciary Planning first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.3M in Q3 2021. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fiduciary Planning held 4,733 shares of JPMorgan Chase worth $1.55M as of Q2 2026.
  • Fiduciary Planning bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.41% of Fiduciary Planning's portfolio in Q2 2026, its #31 holding.
  • Fiduciary Planning first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Fiduciary Planning's JPMorgan Chase position peaked at $2.3M in Q3 2021.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.