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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Fortress Wealth 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 Wealth Group

Quarter filed Position value Share count Share price at filing
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