Fiduciary Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9M | Sell |
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|
2025
Q1 | $83.2M | Buy |
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|
2024
Q4 | $78.9M | Buy |
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|
2024
Q3 | $67.7M | Buy |
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|
2024
Q2 | $62.1M | Buy |
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|
2024
Q1 | $60.7M | Buy |
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|
2023
Q4 | $49.9M | Buy |
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|
2023
Q3 | $42.3M | Sell |
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|
2023
Q2 | $42.7M | Sell |
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|
2023
Q1 | $38.7M | Sell |
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|
2022
Q4 | $39.9M | Sell |
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|
2022
Q3 | $31.7M | Sell |
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|
2022
Q2 | $36.5M | Sell |
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|
2022
Q1 | $44.4M | Buy |
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|
2021
Q4 | $51M | Buy |
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|
2021
Q3 | $52.5M | Sell |
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|
2021
Q2 | $50.2M | Buy |
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|
2021
Q1 | $48.9M | Sell |
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|
2020
Q4 | $41.2M | Sell |
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|
2020
Q3 | $31.6M | Sell |
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|
2020
Q2 | $31.1M | Sell |
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|
2020
Q1 | $30.2M | Buy |
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|
2019
Q4 | $45.2M | Buy |
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|
2019
Q3 | $37.2M | Buy |
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|
2019
Q2 | $34M | Buy |
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|
2019
Q1 | $29.9M | Sell |
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|
2018
Q4 | $29M | Sell |
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|
2018
Q3 | $33.8M | Sell |
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|
2018
Q2 | $31.3M | Sell |
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|
2018
Q1 | $33.1M | Buy |
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|
2017
Q4 | $31.7M | Sell |
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|
2017
Q3 | $28.5M | Sell |
|
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|
2017
Q2 | $27.9M | Sell |
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|
2017
Q1 | $26.9M | Buy |
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|
2016
Q4 | $26M | Sell |
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|
2016
Q3 | $20.1M | Buy |
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|
2016
Q2 | $18.4M | Sell |
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|
2016
Q1 | $18M | Buy |
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|
2015
Q4 | $18M | Sell |
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|
2015
Q3 | $16.6M | Sell |
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|
2015
Q2 | $18.9M | Sell |
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|
2015
Q1 | $17.3M | Sell |
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|
2014
Q4 | $18.7M | Buy |
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|
2014
Q3 | $18M | Sell |
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|
2014
Q2 | $17.3M | Sell |
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|
2014
Q1 | $18.9M | Sell |
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|
2013
Q4 | $18.4M | Buy |
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|
2013
Q3 | $15.8M | Sell |
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|
2013
Q2 | $16.3M | Buy |
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