Fiduciary Wealth Partners
JPM icon

Fiduciary Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Fiduciary Wealth Partners’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 		$1.21M Sell
3,656
-285
-7% -$100K 0.58% 17
2026
Q2 		$1.29M Buy
3,941
+32
+0.8% +$9.9K 0.71% 18
2026
Q1 		$1.15M Buy
3,909
+172
+5% +$52.2K 0.75% 16
2025
Q4 		$1.2M Sell
3,737
-247
-6% -$76.5K 0.49% 20
2025
Q3 		$1.26M Buy
3,984
+2,302
+137% +$685K 0.53% 21
2025
Q2 		$488K Sell
1,682
-527
-24% -$134K 0.46% 26
2025
Q1 		$542K Buy
+2,209
New +$563K 0.47% 15

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fiduciary Wealth Partners's JPM Position: Q3 2026 in Review

Fiduciary Wealth Partners reduced its JPMorgan Chase (JPM) stake by 7.2% in Q3 2026, selling an estimated $100K and leaving 3,656 shares worth $1.21M. The position accounts for 0.58% of the portfolio, ranked #17.

Fiduciary Wealth Partners first reported a position in JPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.29M in Q2 2026. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Fiduciary Wealth Partners held 3,656 shares of JPMorgan Chase worth $1.21M as of Q3 2026.
  • Fiduciary Wealth Partners sold 285 JPMorgan Chase shares in Q3 2026, an estimated $100K.
  • JPMorgan Chase made up 0.58% of Fiduciary Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Fiduciary Wealth Partners first reported a position in JPMorgan Chase in Q1 2025 and has held it in 7 quarters since.
  • Fiduciary Wealth Partners's JPMorgan Chase position peaked at $1.29M in Q2 2026.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.