Skip to content
Disclosery

Fiduciary Group, LLC: JPM position timeline

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

Fiduciary Group, LLC held 86,519 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,519 shares
    Change vs previous 13F -1,138 shares

    2.22% of the 13F portfolio, value $28,320,217.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 87,657 shares
    Change vs previous 13F -761 shares

    2.2% of the 13F portfolio, value $25,785,183.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 88,418 shares
    Change vs previous 13F -2,643 shares

    2.39% of the 13F portfolio, value $28,490,048.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 91,061 shares
    Change vs previous 13F -604 shares

    2.52% of the 13F portfolio, value $28,723,371.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 91,665 shares
    Change vs previous 13F -405 shares

    2.5% of the 13F portfolio, value $26,574,600.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 92,070 shares
    Change vs previous 13F -633 shares

    2.26% of the 13F portfolio, value $22,584,771.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 92,703 shares
    Change vs previous 13F -1,918 shares

    2.23% of the 13F portfolio, value $22,221,836.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 94,621 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $19,951,784.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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