Fiduciary Alliance LLC Jpmorgan Chase & CO Transaction History

Fiduciary Alliance LLC

$1.49 Trillion
Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fiduciary Alliance LLC holds 137,046 shares of JPM stock, worth $41.4 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares

137,046

Previous 146,410 6.4%

Holding current value

$41.4 Million

Previous $42.4 Billion 1.84%

% of portfolio

2.9%

Previous 3.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$282.78 - $316.06 $2.65 Million - $2.96 Million	-9,364 Reduced 6.4%	137,046 $43.2 Billion
Q2 2025 Jul 09, 2025	BUY	$210.28 - $289.91 $739,344 - $1.02 Million	3,516 Added 2.46%	146,410 $42.4 Billion
Q1 2025 Apr 09, 2025	BUY	$225.19 - $279.95 $268,651 - $333,980	1,193 Added 0.84%	142,894 $35.1 Billion
Q4 2024 Jan 13, 2025	BUY	$205.18 - $250.29 $6.22 Million - $7.58 Million	30,293 Added 27.19%	141,701 $34 Billion
Q3 2024 Oct 11, 2024	BUY	$194.9 - $224.8 $1.88 Million - $2.16 Million	9,622 Added 9.45%	111,408 $23.5 Billion
Q2 2024 Jul 09, 2024	BUY	$180.08 - $204.79 $355,838 - $404,665	1,976 Added 1.98%	101,786 $21.3 Billion
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $696,932 - $835,451	-4,171 Reduced 4.01%	99,810 $19.9 Billion
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $27,952 - $35,081	206 Added 0.2%	103,981 $17.7 Billion
Q3 2023 Oct 18, 2023	BUY	$143.21 - $158.0 $244,889 - $270,180	1,710 Added 1.68%	103,775 $15 Billion
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $277,884 - $317,059	2,180 Added 2.18%	102,065 $14.8 Billion
Q1 2023 Apr 18, 2023	BUY	$124.91 - $143.8 $488,023 - $561,826	3,907 Added 4.07%	99,885 $13 Billion
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $9.79 Million - $13.2 Million	95,978 New	95,978 $12.9 Billion

Others Institutions Holding JPM

# of Institutions

5,350

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $887B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Fiduciary Alliance LLC Jpmorgan Chase & CO Transaction History