Skip to content
Disclosery

FIDUCIENT ADVISORS LLC: JPM position timeline

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

FIDUCIENT ADVISORS LLC held 2,896 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,896 shares
    Change vs previous 13F -287 shares

    0.14% of the 13F portfolio, value $947,948.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT ADVISORS 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 3,183 shares
    Change vs previous 13F -1,017 shares

    0.12% of the 13F portfolio, value $936,311.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT ADVISORS 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 4,200 shares
    Change vs previous 13F +402 shares

    0.17% of the 13F portfolio, value $1,353,324.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT ADVISORS 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 3,798 shares
    Change vs previous 13F +477 shares

    0.14% of the 13F portfolio, value $1,198,003.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT ADVISORS 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 3,321 shares
    Change vs previous 13F -2,932 shares

    0.12% of the 13F portfolio, value $962,839.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT ADVISORS 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 6,253 shares
    Change vs previous 13F +2,647 shares

    0.19% of the 13F portfolio, value $1,533,861.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT ADVISORS 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 3,606 shares
    Change vs previous 13F +95 shares

    0.11% of the 13F portfolio, value $864,394.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT ADVISORS 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 3,511 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $740,329.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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