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JPMorgan Chase & Co. shares owned by Forte Asset Management

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

Historical chart of Forte Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Forte Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 700 315.43
2025-06-30 $203k 700 289.91

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Forte Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.