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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
Q3 		$1.56M Sell
4,715
-18
-0.4% -$6.3K 0.4% 31
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fiduciary Planning's JPM Position: Q3 2026 in Review

Fiduciary Planning reduced its JPMorgan Chase (JPM) stake by 0.38% in Q3 2026, selling an estimated $6.3K and leaving 4,715 shares worth $1.56M. The position accounts for 0.4% of the portfolio, ranked #31.

Fiduciary Planning first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.3M in Q3 2021. 2,752 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Fiduciary Planning held 4,715 shares of JPMorgan Chase worth $1.56M as of Q3 2026.
  • Fiduciary Planning sold 18 JPMorgan Chase shares in Q3 2026, an estimated $6.3K.
  • JPMorgan Chase made up 0.4% of Fiduciary Planning's portfolio in Q3 2026, its #31 holding.
  • Fiduciary Planning first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Fiduciary Planning's JPMorgan Chase position peaked at $2.3M in Q3 2021.
  • 2,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.