Gallagher Fiduciary Advisors’s JPMorgan Chase JPM Stock Holding History

Gallagher Fiduciary 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	$1.98M	Sell	6,722 -70	-1%	-$21.2K	0.08%	45
2025 Q4	$2.19M	Buy	6,792 +227	+3%	+$70.3K	0.07%	64
2025 Q3	$2.07M	Sell	6,565 -1,815	-22%	-$540K	0.08%	53
2025 Q2	$2.43M	Buy	8,380 +50	+0.6%	+$12.8K	0.09%	43
2025 Q1	$2.04M	Sell	8,330 -680	-8%	-$173K	0.07%	59
2024 Q4	$2.16M	Buy	9,010 +1,696	+23%	+$395K	0.42%	35
2024 Q3	$1.54M	Sell	7,314 -156	-2%	-$32.9K	0.31%	39
2024 Q2	$1.51M	Buy	7,470 +804	+12%	+$157K	0.34%	33
2024 Q1	$1.34M	Buy	6,666 +310	+5%	+$55.9K	0.05%	46
2023 Q4	$1.08M	Sell	6,356 -625	-9%	-$94.7K	0.04%	50
2023 Q3	$1.01M	Sell	6,981 -638	-8%	-$95.6K	0.09%	46
2023 Q2	$1.11M	Buy	7,619 +286	+4%	+$39.3K	0.08%	55
2023 Q1	$956K	Buy	+7,333	New	+$1M	0.08%	68

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gallagher Fiduciary Advisors's JPM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its JPMorgan Chase (JPM) stake by 1% in Q1 2026, selling an estimated $21.2K and leaving 6,722 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #45.

Gallagher Fiduciary Advisors first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.43M in Q2 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Gallagher Fiduciary Advisors held 6,722 shares of JPMorgan Chase worth $1.98M as of Q1 2026.
Gallagher Fiduciary Advisors sold 70 JPMorgan Chase shares in Q1 2026, an estimated $21.2K.
JPMorgan Chase made up 0.08% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #45 holding.
Gallagher Fiduciary Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's JPMorgan Chase position peaked at $2.43M in Q2 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.