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JPMorgan Chase & Co. shares owned by Fortress Wealth Management

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

Historical chart of Fortress Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 1.3k 210.86
2024-06-30 $269k 1.3k 202.26
2024-03-31 $266k 1.3k 200.30
2023-12-31 $226k 1.3k 170.10
2021-12-31 $227k 1.4k 158.19

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Intl High Profit (DIHP)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Entrepreneurshares Series Tr Ershares Private
Pacer Fds Tr Metaurus Cap 400 (QDPL)
S&p Global (SPGI)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)

View all positions for Fortress Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.