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Fiducient Advisors’s JPMorgan Chase JPM Stock Holding History

Fiducient Advisors’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
Q1 		$936K Sell
3,183
-1,017
-24% -$309K 0.12% 78
2025
Q4 		$1.35M Buy
4,200
+402
+11% +$124K 0.17% 78
2025
Q3 		$1.2M Buy
3,798
+477
+14% +$142K 0.14% 75
2025
Q2 		$963K Sell
3,321
-2,932
-47% -$748K 0.12% 79
2025
Q1 		$1.53M Buy
6,253
+2,647
+73% +$675K 0.19% 58
2024
Q4 		$864K Buy
3,606
+95
+3% +$22.1K 0.11% 79
2024
Q3 		$740K Sell
3,511
-1,059
-23% -$223K 0.09% 79
2024
Q2 		$924K Sell
4,570
-2,469
-35% -$483K 0.13% 67
2024
Q1 		$1.41M Buy
7,039
+1,529
+28% +$276K 0.28% 37
2023
Q4 		$937K Buy
5,510
+37
+0.7% +$5.61K 0.18% 46
2023
Q3 		$794K Buy
+5,473
New +$820K 0.04% 54
2023
Q1 		– Sell
-2,310
Closed -$310K – 112
2022
Q4 		$310K Buy
2,310
+131
+6% +$16.6K 0.09% 137
2022
Q3 		$228K Sell
2,179
-540
-20% -$62K 0.11% 55
2022
Q2 		$306K Buy
2,719
+401
+17% +$49.7K 0.11% 66
2022
Q1 		$316K Buy
2,318
+231
+11% +$34.1K 0.12% 49
2021
Q4 		$330K Sell
2,087
-6,156
-75% -$1.01M 0.1% 44
2021
Q3 		$1.35M Sell
8,243
-1,937
-19% -$304K 0.41% 22
2021
Q2 		$1.58M Sell
10,180
-5,107
-33% -$802K 0.49% 20
2021
Q1 		$2.33M Buy
15,287
+91
+0.6% +$13.1K 0.75% 17
2020
Q4 		$1.93M Buy
+15,196
New +$1.7M 0.72% 15

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fiducient Advisors's JPM Position: Q1 2026 in Review

Fiducient Advisors reduced its JPMorgan Chase (JPM) stake by 24% in Q1 2026, selling an estimated $309K and leaving 3,183 shares worth $936K. The position accounts for 0.12% of the portfolio, ranked #78.

Fiducient Advisors first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.33M in Q1 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fiducient Advisors held 3,183 shares of JPMorgan Chase worth $936K as of Q1 2026.
  • Fiducient Advisors sold 1,017 JPMorgan Chase shares in Q1 2026, an estimated $309K.
  • JPMorgan Chase made up 0.12% of Fiducient Advisors's portfolio in Q1 2026, its #78 holding.
  • Fiducient Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • Fiducient Advisors's JPMorgan Chase position peaked at $2.33M in Q1 2021.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.