Skip to content
Disclosery

KMG FIDUCIARY PARTNERS, LLC: JPM position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 101,551 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 101,551 shares
    Change vs previous 13F -2,913 shares

    3.28% of the 13F portfolio, value $33,596,252.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,464 shares
    Change vs previous 13F -16,957 shares

    3.18% of the 13F portfolio, value $34,194,135.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY 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 ended2026-03-31
    13F 121,421 shares
    Change vs previous 13F -1,170 shares

    2.64% of the 13F portfolio, value $35,717,075.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY 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 ended2025-12-31
    13F 122,591 shares
    Change vs previous 13F -72 shares

    2.81% of the 13F portfolio, value $39,501,129.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY 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 ended2025-09-30
    13F 122,663 shares
    Change vs previous 13F +933 shares

    2.6% of the 13F portfolio, value $38,691,704.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY 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 ended2025-06-30
    13F 121,730 shares
    Change vs previous 13F +2,774 shares

    2.61% of the 13F portfolio, value $35,290,634.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 118,956 shares
    Change vs previous 13F -4,457 shares

    2.42% of the 13F portfolio, value $29,180,006.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 123,413 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $29,583,221.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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