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Disclosery

Fiduciary Alliance LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on JPM, newest first. How the timeline and the estimate are built.

Fiduciary Alliance LLC held 100,605 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,605 shares
    Change vs previous 13F -18,774 shares

    2.23% of the 13F portfolio, value $32,931,244.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,379 shares
    Change vs previous 13F -16,358 shares

    2.2% of the 13F portfolio, value $36,521,618.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 135,737 shares
    Change vs previous 13F -1,309 shares

    2.86% of the 13F portfolio, value $43,737,179.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 137,046 shares
    Change vs previous 13F -9,364 shares

    2.9% of the 13F portfolio, value $43,228,528.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 146,410 shares
    Change vs previous 13F +3,516 shares

    3.17% of the 13F portfolio, value $42,445,778.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 142,894 shares
    Change vs previous 13F +1,193 shares

    3.45% of the 13F portfolio, value $35,051,877.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 141,701 shares
    Change vs previous 13F +30,293 shares

    3.43% of the 13F portfolio, value $33,967,100.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 111,408 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $23,491,588.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).