Fortress Wealth Management »

JPMorgan Chase & Co. shares owned by Fortress Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fortress Wealth Management from 13F filings

Historical chart of Fortress Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Fortress Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 1.3k 200.30
2023-12-31 $226k 1.3k 170.10
2021-12-31 $227k 1.4k 158.19

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Syntax Etf Tr Stratifd Lrg Cap (SSPY)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Multisector Bd (PYLD)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Fortress Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.