JPMorgan Chase & Co. shares owned by Forte Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Forte Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $8.7M | 30k | 289.91 |
| 2025-03-31 | $7.4M | 30k | 245.30 |
| 2024-12-31 | $7.4M | 31k | 239.71 |
| 2024-09-30 | $6.7M | 32k | 210.86 |
| 2024-06-30 | $6.5M | 32k | 202.26 |
| 2024-03-31 | $6.5M | 33k | 200.30 |
| 2023-12-31 | $6.1M | 36k | 170.10 |
| 2023-09-30 | $5.0M | 35k | 145.02 |
| 2023-06-30 | $4.6M | 32k | 145.44 |
| 2023-03-31 | $4.0M | 30k | 130.31 |
| 2022-12-31 | $4.0M | 30k | 134.10 |
| 2022-09-30 | $3.3M | 32k | 104.49 |
| 2022-06-30 | $5.4M | 34k | 158.34 |
| 2022-03-31 | $5.4M | 34k | 158.34 |
| 2021-12-31 | $5.4M | 34k | 158.35 |
| 2021-09-30 | $5.4M | 33k | 163.69 |
| 2021-06-30 | $5.0M | 32k | 155.53 |
| 2021-03-31 | $3.8M | 25k | 152.23 |
| 2020-12-31 | $2.9M | 23k | 127.08 |
| 2020-09-30 | $2.1M | 22k | 96.26 |
| 2020-06-30 | $2.2M | 23k | 94.07 |
| 2020-03-31 | $2.1M | 23k | 90.03 |
| 2019-12-31 | $2.7M | 20k | 139.41 |
| 2019-09-30 | $2.4M | 20k | 117.68 |
| 2019-06-30 | $2.3M | 21k | 111.80 |
| 2019-03-31 | $1.9M | 19k | 101.22 |
| 2018-12-31 | $1.8M | 19k | 97.58 |
| 2018-09-30 | $1.9M | 17k | 112.83 |
| 2018-06-30 | $1.7M | 16k | 104.17 |
| 2018-03-31 | $1.8M | 16k | 109.97 |
| 2017-12-31 | $1.7M | 16k | 106.89 |
| 2017-09-30 | $1.4M | 15k | 95.54 |
| 2017-06-30 | $1.4M | 15k | 91.43 |
| 2017-03-31 | $1.5M | 17k | 87.83 |
| 2016-12-31 | $1.4M | 16k | 86.27 |
| 2016-09-30 | $1.1M | 16k | 66.61 |
| 2016-06-30 | $1.0M | 17k | 62.16 |
| 2016-03-31 | $882k | 15k | 59.22 |
| 2015-12-31 | $973k | 15k | 66.06 |
| 2015-09-30 | $892k | 15k | 60.97 |
| 2015-06-30 | $985k | 15k | 67.79 |
| 2015-03-31 | $915k | 15k | 60.99 |
| 2014-12-31 | $614k | 9.8k | 62.58 |
| 2014-09-30 | $602k | 10k | 60.28 |