JPMorgan Chase & Co. shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 12k | 305.52 |
| 2025-06-30 | $3.5M | 12k | 294.27 |
| 2025-03-31 | $2.9M | 12k | 244.62 |
| 2024-12-31 | $3.2M | 12k | 266.81 |
| 2024-09-30 | $2.5M | 11k | 225.50 |
| 2024-06-30 | $2.3M | 11k | 210.32 |
| 2024-03-31 | $2.1M | 11k | 197.50 |
| 2023-12-31 | $1.7M | 10k | 172.03 |
| 2023-09-30 | $1.3M | 9.4k | 142.71 |
| 2023-06-30 | $1.4M | 9.2k | 156.75 |
| 2023-03-31 | $1.2M | 9.0k | 130.31 |
| 2022-12-31 | $1.1M | 8.0k | 134.10 |
| 2022-09-30 | $854k | 8.2k | 104.55 |
| 2022-06-30 | $895k | 8.0k | 112.58 |
| 2022-03-31 | $1.1M | 8.1k | 136.34 |
| 2021-12-31 | $1.3M | 8.1k | 156.53 |
| 2021-09-30 | $1.3M | 7.8k | 163.72 |
| 2021-06-30 | $1.1M | 7.2k | 155.60 |