Stocks

JPMorgan Stake Boosted by Fiduciary Financial Advisors

Guavy AI Editorial Team Published September 20, 2026

Instruments

JPM

Fiduciary Financial Advisors acquired 6,411 shares of JPMorgan Chase & Co. (NYSE:JPM) in the second quarter, according to a recent filing with the Securities and Exchange Commission (SEC). The total value of these shares is approximately $2,094,000.

This is not an isolated incident, as other institutional investors have also made changes to their positions in JPMorgan Chase & Co. In the first quarter, Bank of America Corp DE increased its stake by 15.8%, purchasing an additional 8,941,351 shares and now owning a total of 65,660,460 shares valued at $19,314,681,000.

Similarly, Norges Bank purchased a new position in JPMorgan Chase & Co. during the fourth quarter worth approximately $11,396,496,000. Legal & General Group Plc and Dimensional Fund Advisors LP also increased their stakes in the company by 0.6% and 3.3%, respectively.

JPMorgan Stake Boosted by Fiduciary Financial Advisors

Caterpillar's AI-Fueled Growth May Bounce Back Strongly

Tariffs, Fuel Prices, and Higher Rates Weigh Heavily on U.S. Businesses

AI-Fueled Cost of Capital Surge Threatens Equities