Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$100,914,529
+$8,735,964 QoQ
Shares Held
308,296
-1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#403
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $134,689,276 across 11 Banks - Diversified names. JPM ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
308,296 | $100,914,529 | |
| 2 | BAC |
Bank Of America Corp /De/
|
189,618 | $10,804,432 | |
| 3 | TD |
Toronto Dominion Bank
|
85,740 | $10,411,407 | |
| 4 | C |
Citigroup Inc
|
30,325 | $4,244,286 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
50,065 | $4,137,370 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
8,660 | $1,252,322 | |
| 7 | ING |
Ing Groep NV
|
38,431 | $1,205,964 | |
| 8 | RY |
Royal Bank Of Canada
|
3,477 | $719,633 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,914,529 | 308,296 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $92,178,565 | 313,362 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $103,848,605 | 322,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $104,160,347 | 330,217 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $96,907,345 | 334,267 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $83,167,002 | 339,042 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $78,934,584 | 329,292 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $67,671,299 | 320,930 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $62,094,628 | 307,004 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,693,503 | 303,013 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,890,500 | 293,301 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $42,331,917 | 291,904 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,685,766 | 293,494 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $38,687,083 | 296,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,906,818 | 297,590 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,683,250 | 303,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,531,472 | 324,407 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,381,020 | 325,565 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $50,956,870 | 321,799 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $52,512,406 | 320,804 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $50,237,242 | 322,986 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $48,933,571 | 321,445 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $41,186,563 | 324,125 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $31,611,602 | 328,364 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $31,105,923 | 330,703 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $30,151,316 | 334,903 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||