KMG FIDUCIARY PARTNERS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1773205 TOLEDO, OH

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$34,194,201

-$1,523,000 QoQ

Shares Held

104,464

-14.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.39%

of 13F equity value

Holder Rank

#734

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $37,513,541 across 3 Banks - Diversified names. JPM ranks #1 (91.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	104,464	$34,194,201
2	C	Citigroup Inc	18,204	$2,547,831
3	BAC	Bank Of America Corp /De/	13,540	$771,509

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,194,201	104,464	-14.0%	Shares	Sole	2026-07-09
2026-03-31	$35,717,201	121,421	-1.0%	Shares	Sole	2026-04-13
2025-12-31	$39,501,272	122,591	-0.1%	Shares	Sole	2026-01-14
2025-09-30	$38,691,590	122,663	+0.8%	Shares	Sole	2025-10-10
2025-06-30	$35,290,744	121,730	+2.3%	Shares	Sole	2025-07-10
2025-03-31	$29,179,906	118,956	-3.6%	Shares	Sole	2025-04-14
2024-12-31	$29,583,330	123,413	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$26,004,309	123,325	-0.1%	Shares	Sole	2024-10-17
2024-06-30	$24,957,468	123,393	+0.0%	Shares	Sole	2024-07-18
2024-03-31	$24,707,605	123,353	+0.5%	Shares	Sole	2024-04-10
2023-12-31	$20,868,378	122,683	-1.1%	Shares	Sole	2024-01-10
2023-09-30	$17,988,860	124,044	+1.0%	Shares	Sole	2023-10-25
2023-06-30	$17,857,559	122,783	+3.8%	Shares	Sole	2023-07-14
2023-03-31	$15,419,582	118,330	-4.5%	Shares	Sole	2023-04-13
2022-12-31	$16,620,756	123,943	+2.5%	Shares	Sole	2023-01-12
2022-09-30	$12,635,095	120,910	+2.3%	Shares	Sole	2022-10-27
2022-06-30	$13,313,655	118,228	+3.7%	Shares	Sole	2022-07-13
2022-03-31	$15,537,889	113,981	+5.2%	Shares	Sole	2022-04-19
2021-12-31	$17,153,580	108,327	+2.6%	Shares	Sole	2022-01-12
2021-09-30	$17,276,333	105,543	+2.7%	Shares	Sole	2021-10-12
2021-06-30	$15,990,289	102,805	+1.0%	Shares	Sole	2021-07-20
2021-03-31	$15,500,210	101,821	+2.9%	Shares	Sole	2021-04-08
2020-12-31	$12,569,129	98,915	+3.8%	Shares	Sole	2021-01-13
2020-09-30	$9,173,472	95,289	+12.9%	Shares	Sole	2020-10-13
2020-06-30	$7,941,767	84,433	+8.2%	Shares	Sole	2020-07-22
2020-03-31	$7,023,780	78,016	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.