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JPMorgan Chase & Co. shares owned by Fiduciary Wealth Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fiduciary Wealth Partners from 13F filings

Historical chart of Fiduciary Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Fiduciary Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Fiduciary Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 4.0k 315.47
2025-06-30 $488k 1.7k 289.97
2025-03-31 $542k 2.2k 245.25

More positions owned by Fiduciary Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Intermediate-term Bond Etf (BIV)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Powershares Qqq Tr Etf (QQQ)
Ishares Russell 3000 Etf Etf (IWV)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fiduciary Wealth Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.