SEC 13F Intelligence

Kmg Fiduciary Partners, LLC / JPM

Kmg Fiduciary Partners, LLC’s Jpmorgan Chase & Co Position

Does Kmg Fiduciary Partners, LLC own Jpmorgan Chase & Co (JPM)? Yes — 104.5K shares worth $34M (+3.18% of its 13F portfolio) as of Q2 2026, down from 121.4K shares the prior filed quarter.

Position Value
$34M
Q2 2026
Shares
104.5K
% of Portfolio
+3.18%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $9MQ3 ’19: $9MQ4 ’19: $11MQ1 ’20: $7MQ1 ’20Q2 ’20: $8MQ3 ’20: $9MQ4 ’20: $12MQ1 ’21: $16MQ1 ’21Q2 ’21: $16MQ3 ’21: $17MQ4 ’21: $17MQ1 ’22: $16MQ1 ’22Q2 ’22: $13MQ3 ’22: $13MQ4 ’22: $17MQ1 ’23: $15MQ1 ’23Q2 ’23: $18MQ3 ’23: $18MQ4 ’23: $21MQ1 ’24: $25MQ1 ’24Q2 ’24: $25MQ3 ’24: $26MQ4 ’24: $30MQ1 ’25: $29MQ1 ’25Q2 ’25: $35MQ3 ’25: $39MQ4 ’25: $40MQ1 ’26: $36MQ1 ’26Q2 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026104.5K$34M+3.18%
Q1 2026121.4K$36M+2.64%
Q4 2025122.6K$40M+2.81%
Q3 2025122.7K$39M+2.60%
Q2 2025121.7K$35M+2.61%
Q1 2025119.0K$29M+2.42%
Q4 2024123.4K$30M+2.45%
Q3 2024123.3K$26M+2.25%
Q2 2024123.4K$25M+2.45%
Q1 2024123.4K$25M+2.56%
Q4 2023122.7K$21M+2.43%
Q3 2023124.0K$18M+2.38%
Q2 2023122.8K$18M+2.31%
Q1 2023118.3K$15M+2.21%
Q4 2022123.9K$17M+2.73%
Q3 2022120.9K$13M+2.43%
Q2 2022118.2K$13M+2.48%
Q1 2022114.0K$16M+2.48%
Q4 2021108.3K$17M+2.65%
Q3 2021105.5K$17M+2.94%
Q2 2021102.8K$16M+2.82%
Q1 2021101.8K$16M+3.02%
Q4 202098.9K$12M+2.62%
Q3 202095.3K$9M+2.28%
Q2 202084.4K$8M+2.21%
Q1 202078.0K$7M+2.28%
Q4 201978.3K$11M+3.33%
Q3 201979.6K$9M+3.18%
Q2 201980.2K$9M+3.24%
Q1 201980.3K$8M+3.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kmg Fiduciary Partners, LLC’s full portfolio or all institutional holders of JPM.