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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
Q2 		$2.2M Sell
6,712
-10
-0.1% -$3.1K 0.07% 67
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gallagher Fiduciary Advisors's JPM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, selling an estimated $3.1K and leaving 6,712 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #67.

Gallagher Fiduciary Advisors first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.43M in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gallagher Fiduciary Advisors held 6,712 shares of JPMorgan Chase worth $2.2M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 0.07% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #67 holding.
  • Gallagher Fiduciary Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's JPMorgan Chase position peaked at $2.43M in Q2 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.