Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,320,264
+$2,535,081 QoQ
Shares Held
86,519
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#817
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fiduciary Group, LLC holds $38,161,016 across 7 Banks - Diversified names. JPM ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
86,519 | $28,320,264 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,547 | $1,780,644 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,216 | $609,675 | |
| 5 | TD |
Toronto Dominion Bank
|
4,663 | $566,228 | |
| 6 | RY |
Royal Bank Of Canada
|
2,165 | $448,090 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,847 | $247,233 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,320,264 | 86,519 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,785,183 | 87,657 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,490,047 | 88,418 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,723,371 | 91,061 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,574,600 | 91,665 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,584,771 | 92,070 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $22,221,836 | 92,703 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $19,951,784 | 94,621 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,295,401 | 95,399 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,382,830 | 96,769 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,879,703 | 99,234 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $14,754,479 | 101,741 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,928,252 | 102,642 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $13,431,312 | 103,072 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,957,262 | 104,081 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,062,265 | 105,859 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,651,869 | 103,471 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,898,641 | 101,956 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,839,592 | 100,029 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,213,821 | 99,052 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $15,502,049 | 99,666 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $15,002,875 | 98,554 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $12,416,009 | 97,710 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,451,981 | 98,182 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,986,492 | 95,540 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,477,224 | 94,160 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||