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Key Client Fiduciary Advisors’s JPMorgan Chase JPM Stock Holding History

Key Client 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
2022
Q1 		– Sell
-300
Closed -$48K – 133
2021
Q4 		$48K Buy
+300
New +$49.3K 0.04% 128

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Key Client Fiduciary Advisors's JPM Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, selling an estimated $9.32K and leaving 8,229 shares worth $2.69M. The position accounts for 0.78% of the portfolio, ranked #26.

Key Client Fiduciary Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Key Client Fiduciary Advisors held 8,229 shares of JPMorgan Chase worth $2.69M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
  • JPMorgan Chase made up 0.78% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #26 holding.
  • Key Client Fiduciary Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.