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Disclosery

Fiduciary Trust Co: JPM position timeline

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

Fiduciary Trust Co held 308,296 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,296 shares
    Change vs previous 13F -5,066 shares

    1.1% of the 13F portfolio, value $100,914,497.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 313,362 shares
    Change vs previous 13F -8,929 shares

    1.09% of the 13F portfolio, value $92,178,530.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 322,291 shares
    Change vs previous 13F -7,926 shares

    1.18% of the 13F portfolio, value $103,848,495.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 330,217 shares
    Change vs previous 13F -4,050 shares

    1.18% of the 13F portfolio, value $104,160,498.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 334,267 shares
    Change vs previous 13F -4,775 shares

    1.19% of the 13F portfolio, value $96,907,389.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 339,042 shares
    Change vs previous 13F +9,750 shares

    1.09% of the 13F portfolio, value $83,167,083.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 329,292 shares
    Change vs previous 13F +8,362 shares

    1.04% of the 13F portfolio, value $78,934,564.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 320,930 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $67,671,341.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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