FIDUCIARY FAMILY OFFICE, LLC JPM — JPMORGAN CHASE & CO

Ownership history in FIDUCIARY FAMILY OFFICE, LLC  ·  10 quarters on record

AI Ownership Summary

FIDUCIARY FAMILY OFFICE, LLC reported JPMORGAN CHASE & CO (JPM) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.35% in 2025 Q2. The latest visible filing shows JPM at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY FAMILY OFFICE, LLC's position in JPMORGAN CHASE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page FIDUCIARY FAMILY OFFICE, LLC fund profile FIDUCIARY FAMILY OFFICE, LLC full holdings
How FIDUCIARY FAMILY OFFICE, LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,644 +396 +2.8% 1.23% $4.3M 2026-05-14 $298.57
2025 Q4 ADDED — — — 14,248 +99 +0.7% 1.32% $4.6M 2026-02-10 $315.24
2025 Q3 REDUCED — — — 14,149 -89 -0.6% 1.27% $4.5M 2025-10-29 $301.23
2025 Q2 REDUCED — — — 14,238 -80 -0.6% 1.35% $4.1M 2025-07-30 $294.01
2025 Q1 ADDED — — — 14,318 +13,403 +1464.8% 1.17% $3.5M 2025-05-12 $253.95
2024 Q4 ADDED — — — 915 +15 +1.7% 0.06% $219K 2025-01-17 $251.53
2024 Q4 REDUCED 93.4% +2.9% ❌ 900 -12,742 -93.4% 0.06% $216K 2025-01-17 $251.53
2024 Q3 REDUCED — — — 13,642 -259 -1.9% 0.95% $2.9M 2024-10-30 $216.68
2024 Q2 REDUCED — — — 13,901 -704 -4.8% 1.11% $2.8M 2024-08-01 $199.57
2024 Q1 INITIATED — — — 14,605 — — 1.09% $2.5M 2024-05-07 $183.00

🏢 Other funds also holding JPM

As of 2026 Q2 — sorted by position size

Courant Investment Management LLC 3Y 7Y 22.46% LDIC Inc. 10.6% Community Bank of Raymore 3Y 7Y 10.47% James Hambro & Partners LLP 3Y 7Y 7.76% Nexus Investment Management ULC 3Y 7Y 7.7% WILSEY ASSET MANAGEMENT INC 3Y 7Y 7.3% Alphinity Investment Management Pty Ltd 3Y 7Y 7.15% McGinn Penninger Investment Management, Inc. 3Y 6.91% First Fiduciary Investment Counsel, Inc. 3Y 7Y 6.81% Constitution Capital LLC 3Y 6.4%

FAQ About FIDUCIARY FAMILY OFFICE, LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY FAMILY OFFICE, LLC reported owning JPM?

FIDUCIARY FAMILY OFFICE, LLC reported JPM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JPM position in FIDUCIARY FAMILY OFFICE, LLC's portfolio?

The largest reported portfolio weight for JPM was 1.35% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when FIDUCIARY FAMILY OFFICE, LLC reported 14,644 shares, equal to 1.23% of portfolio, with an estimated market value of $4.3M.

What does the chart on this JPM ownership page compare?

The chart compares FIDUCIARY FAMILY OFFICE, LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIDUCIARY FAMILY OFFICE, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, FIDUCIARY FAMILY OFFICE, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on JPM relative to SPY over the holding period was +4.9%.

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