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Tilia Fiduciary Partners’s JPMorgan Chase JPM Stock Holding History

Tilia Fiduciary Partners’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 		$1.72M Sell
5,833
-158
-3% -$48K 0.94% 43
2025
Q4 		$1.93M Sell
5,991
-124
-2% -$38.4K 1.07% 43
2025
Q3 		$1.93M Sell
6,115
-620
-9% -$184K 1.12% 40
2025
Q2 		$1.95M Sell
6,735
-120
-2% -$30.6K 1.19% 37
2025
Q1 		$1.68M Sell
6,855
-1,038
-13% -$265K 1.12% 37
2024
Q4 		$1.89M Sell
7,893
-83
-1% -$19.3K 1.29% 34
2024
Q3 		$1.68M Buy
7,976
+88
+1% +$18.5K 1.17% 38
2024
Q2 		$1.6M Sell
7,888
-194
-2% -$37.9K 1.25% 37
2024
Q1 		$1.62M Sell
8,082
-142
-2% -$25.6K 1.31% 34
2023
Q4 		$1.4M Sell
8,224
-252
-3% -$38.2K 1.3% 31
2023
Q3 		$1.23M Buy
8,476
+16
+0.2% +$2.4K 1.28% 34
2023
Q2 		$1.23M Sell
8,460
-3,406
-29% -$468K 1.1% 32
2023
Q1 		$1.55M Sell
11,866
-1,652
-12% -$226K 1.47% 11
2022
Q4 		$1.81M Buy
13,518
+335
+3% +$42.4K 1.74% 10
2022
Q3 		$1.34M Sell
13,183
-158
-1% -$18.1K 1.36% 16
2022
Q2 		$1.51M Buy
13,341
+869
+7% +$108K 1.44% 13
2022
Q1 		$1.7M Buy
12,472
+654
+6% +$96.5K 1.44% 14
2021
Q4 		$1.87M Buy
+11,818
New +$1.94M 1.5% 11

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

Tilia Fiduciary Partners's JPM Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, selling an estimated $48K and leaving 5,833 shares worth $1.72M. The position accounts for 0.94% of the portfolio, ranked #43.

Tilia Fiduciary Partners first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tilia Fiduciary Partners held 5,833 shares of JPMorgan Chase worth $1.72M as of Q1 2026.
  • Tilia Fiduciary Partners sold 158 JPMorgan Chase shares in Q1 2026, an estimated $48K.
  • JPMorgan Chase made up 0.94% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #43 holding.
  • Tilia Fiduciary Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's JPMorgan Chase position peaked at $1.95M in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.