FT
Fiduciary Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9M | Sell |
334,267
-4,775
| -1% | -$1.38M | 1.19% | 15 |
|
|
2025
Q1 | $83.2M | Buy |
339,042
+9,750
| +3% | +$2.39M | 1.09% | 16 |
|
|
2024
Q4 | $78.9M | Buy |
329,292
+8,362
| +3% | +$2M | 1.04% | 17 |
|
|
2024
Q3 | $67.7M | Buy |
320,930
+13,926
| +5% | +$2.94M | 0.95% | 17 |
|
|
2024
Q2 | $62.1M | Buy |
307,004
+3,991
| +1% | +$807K | 0.93% | 20 |
|
|
2024
Q1 | $60.7M | Buy |
303,013
+9,712
| +3% | +$1.95M | 0.93% | 17 |
|
|
2023
Q4 | $49.9M | Buy |
293,301
+1,397
| +0.5% | +$238K | 0.83% | 23 |
|
|
2023
Q3 | $42.3M | Sell |
291,904
-1,590
| -0.5% | -$231K | 0.77% | 24 |
|
|
2023
Q2 | $42.7M | Sell |
293,494
-3,391
| -1% | -$493K | 0.75% | 25 |
|
|
2023
Q1 | $38.7M | Sell |
296,885
-705
| -0.2% | -$91.9K | 0.72% | 27 |
|
|
2022
Q4 | $39.9M | Sell |
297,590
-5,599
| -2% | -$751K | 0.78% | 23 |
|
|
2022
Q3 | $31.7M | Sell |
303,189
-21,218
| -7% | -$2.22M | 0.69% | 28 |
|
|
2022
Q2 | $36.5M | Sell |
324,407
-1,158
| -0.4% | -$130K | 0.77% | 26 |
|
|
2022
Q1 | $44.4M | Buy |
325,565
+3,766
| +1% | +$513K | 0.8% | 23 |
|
|
2021
Q4 | $51M | Buy |
321,799
+995
| +0.3% | +$158K | 0.84% | 21 |
|
|
2021
Q3 | $52.5M | Sell |
320,804
-2,182
| -0.7% | -$357K | 0.93% | 18 |
|
|
2021
Q2 | $50.2M | Buy |
322,986
+1,541
| +0.5% | +$240K | 0.97% | 16 |
|
|
2021
Q1 | $48.9M | Sell |
321,445
-2,680
| -0.8% | -$408K | 0.99% | 15 |
|
|
2020
Q4 | $41.2M | Sell |
324,125
-4,239
| -1% | -$539K | 0.86% | 20 |
|
|
2020
Q3 | $31.6M | Sell |
328,364
-2,339
| -0.7% | -$225K | 0.74% | 25 |
|
|
2020
Q2 | $31.1M | Sell |
330,703
-4,200
| -1% | -$395K | 0.77% | 26 |
|
|
2020
Q1 | $30.2M | Buy |
334,903
+10,747
| +3% | +$968K | 0.87% | 24 |
|
|
2019
Q4 | $45.2M | Buy |
324,156
+7,869
| +2% | +$1.1M | 1.05% | 20 |
|
|
2019
Q3 | $37.2M | Buy |
316,287
+12,590
| +4% | +$1.48M | 0.93% | 22 |
|
|
2019
Q2 | $34M | Buy |
303,697
+8,013
| +3% | +$896K | 0.89% | 25 |
|
|
2019
Q1 | $29.9M | Sell |
295,684
-1,584
| -0.5% | -$160K | 0.8% | 28 |
|
|
2018
Q4 | $29M | Sell |
297,268
-2,334
| -0.8% | -$228K | 0.89% | 26 |
|
|
2018
Q3 | $33.8M | Sell |
299,602
-896
| -0.3% | -$101K | 0.95% | 23 |
|
|
2018
Q2 | $31.3M | Sell |
300,498
-768
| -0.3% | -$80K | 0.95% | 23 |
|
|
2018
Q1 | $33.1M | Buy |
301,266
+4,692
| +2% | +$516K | 1.02% | 22 |
|
|
2017
Q4 | $31.7M | Sell |
296,574
-1,571
| -0.5% | -$168K | 0.94% | 25 |
|
|
2017
Q3 | $28.5M | Sell |
298,145
-6,826
| -2% | -$652K | 0.88% | 33 |
|
|
2017
Q2 | $27.9M | Sell |
304,971
-752
| -0.2% | -$68.7K | 0.85% | 29 |
|
|
2017
Q1 | $26.9M | Buy |
305,723
+4,776
| +2% | +$420K | 0.82% | 31 |
|
|
2016
Q4 | $26M | Sell |
300,947
-777
| -0.3% | -$67K | 0.84% | 28 |
|
|
2016
Q3 | $20.1M | Buy |
301,724
+6,202
| +2% | +$413K | 0.69% | 43 |
|
|
2016
Q2 | $18.4M | Sell |
295,522
-7,740
| -3% | -$481K | 0.65% | 45 |
|
|
2016
Q1 | $18M | Buy |
303,262
+30,537
| +11% | +$1.81M | 0.63% | 46 |
|
|
2015
Q4 | $18M | Sell |
272,725
-214
| -0.1% | -$14.1K | 0.76% | 42 |
|
|
2015
Q3 | $16.6M | Sell |
272,939
-6,657
| -2% | -$406K | 0.75% | 46 |
|
|
2015
Q2 | $18.9M | Sell |
279,596
-6,402
| -2% | -$434K | 0.79% | 42 |
|
|
2015
Q1 | $17.3M | Sell |
285,998
-12,912
| -4% | -$782K | 0.72% | 45 |
|
|
2014
Q4 | $18.7M | Buy |
298,910
+217
| +0.1% | +$13.6K | 0.79% | 44 |
|
|
2014
Q3 | $18M | Sell |
298,693
-1,858
| -0.6% | -$112K | 0.79% | 42 |
|
|
2014
Q2 | $17.3M | Sell |
300,551
-9,937
| -3% | -$573K | 0.74% | 48 |
|
|
2014
Q1 | $18.9M | Sell |
310,488
-4,565
| -1% | -$277K | 0.83% | 40 |
|
|
2013
Q4 | $18.4M | Buy |
315,053
+9,142
| +3% | +$535K | 0.81% | 40 |
|
|
2013
Q3 | $15.8M | Sell |
305,911
-3,587
| -1% | -$185K | 0.73% | 46 |
|
|
2013
Q2 | $16.3M | Buy |
+309,498
| New | +$16.3M | 0.76% | 44 |
|