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JPMorgan Chase & Co. shares owned by Fortress Financial Group

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

Historical chart of Fortress Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Fortress Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $839k 2.7k 315.46
2025-06-30 $768k 2.6k 289.90
2025-03-31 $629k 2.6k 245.32

More positions owned by Fortress Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&P SML 600 GWT (IJT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
International Business Machines (IBM)

View all positions for Fortress Financial Group

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.