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Fiduciary Wealth Partners, LLC: JPM position timeline

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

Fiduciary Wealth Partners, LLC held 3,941 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,941 shares
    Change vs previous 13F +32 shares

    0.71% of the 13F portfolio, value $1,289,949.

    13F-HR 0001376474-26-000529 filed by Fiduciary Wealth Partners, 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 3,909 shares
    Change vs previous 13F +172 shares

    0.75% of the 13F portfolio, value $1,149,766.

    13F-HR 0001376474-26-000350 filed by Fiduciary Wealth Partners, 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 3,737 shares
    Change vs previous 13F -247 shares

    0.49% of the 13F portfolio, value $1,203,985.

    13F-HR 0001376474-26-000077 filed by Fiduciary Wealth Partners, 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 3,984 shares
    Change vs previous 13F +2,302 shares

    0.53% of the 13F portfolio, value $1,256,819.

    13F-HR 0001376474-25-000877 filed by Fiduciary Wealth Partners, 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 1,682 shares
    Change vs previous 13F -527 shares

    0.46% of the 13F portfolio, value $487,737.

    13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, 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 2,209 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $541,760.

    13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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