FIDUCIENT ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1729866 Chicago, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$947,947

+$11,636 QoQ

Shares Held

2,896

-9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#3,704

of 5,058 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIDUCIENT ADVISORS LLC holds $2,096,659 across 3 Banks - Diversified names. JPM ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,896	$947,947
2	C	Citigroup Inc	6,701	$937,871
3	BNY	Bank of New York Mellon Corp	1,458	$210,841

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$947,947	2,896	-9.0%	Shares	Sole	2026-08-07
2026-03-31	$936,311	3,183	-24.2%	Shares	Sole	2026-05-11
2025-12-31	$1,353,324	4,200	+10.6%	Shares	Sole	2026-02-10
2025-09-30	$1,198,003	3,798	+14.4%	Shares	Sole	2025-10-30
2025-06-30	$962,791	3,321	-46.9%	Shares	Sole	2025-08-12
2025-03-31	$1,533,860	6,253	+73.4%	Shares	Sole	2025-05-15
2024-12-31	$864,394	3,606	+2.7%	Shares	Sole	2025-02-13
2024-09-30	$740,329	3,511	-23.2%	Shares	Sole	2024-10-25
2024-06-30	$924,328	4,570	-35.1%	Shares	Sole	2024-08-06
2024-03-31	$1,409,911	7,039	+27.7%	Shares	Sole	2024-05-10
2023-12-31	$937,251	5,510	+0.7%	Shares	Sole	2024-02-05
2023-09-30	$793,694	5,473	+136.9%	Shares	Sole	2023-11-03
2022-12-31	$309,771	2,310	+6.0%	Shares	Sole	2023-02-03
2022-09-30	$227,705	2,179	-19.9%	Shares	Sole	2022-11-07
2022-06-30	$306,186	2,719	+17.3%	Shares	Sole	2022-08-04
2022-03-31	$315,989	2,318	+11.1%	Shares	Sole	2022-05-09
2021-12-31	$330,476	2,087	-74.7%	Shares	Sole	2022-02-11
2021-09-30	$1,349,296	8,243	-19.0%	Shares	Sole	2021-11-03
2021-06-30	$1,583,397	10,180	-33.4%	Shares	Sole	2021-08-12
2021-03-31	$2,327,140	15,287	+0.6%	Shares	Sole	2021-05-14
2020-12-31	$1,930,955	15,196	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.