JP Morgan Chase
FDUS icon

JP Morgan Chase’s Fidus Investment FDUS Stock Holding History

JP Morgan Chase’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,000
Closed -$20K – 6584
2022
Q1 		$20K Buy
+1,000
New +$18.7K ﹤0.01% 6070
2021
Q4 		– Sell
-3,800
Closed -$66K – 6738
2021
Q3 		$66K Buy
+3,800
New +$66.2K ﹤0.01% 5743
2021
Q2 		– Sell
-2,800
Closed -$44K – 6415
2021
Q1 		$44K Buy
+2,800
New +$39.9K ﹤0.01% 5562

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase's FDUS Position: Q2 2026 in Review

JP Morgan Chase increased its Fidus Investment (FDUS) stake by 43% in Q2 2026, buying an estimated $58.7K and bringing the position to 10,459 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #5634.

JP Morgan Chase first reported a position in FDUS in Q2 2013 and has held it in 38 quarters since. The position peaked at $918K in Q3 2013. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • JP Morgan Chase held 10,459 shares of Fidus Investment worth $198K as of Q2 2026.
  • JP Morgan Chase bought 3,161 Fidus Investment shares in Q2 2026, an estimated $58.7K.
  • Fidus Investment made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5634 holding.
  • JP Morgan Chase first reported a position in Fidus Investment in Q2 2013 and has held it in 38 quarters since.
  • JP Morgan Chase's Fidus Investment position peaked at $918K in Q3 2013.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.