Forte Capital’s JPMorgan Chase JPM Stock Holding History

Forte Capital’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.69M	Sell	29,974 -391	-1%	-$113K	0.93%	33
2025 Q1	$7.45M	Sell	30,365 -679	-2%	-$167K	0.88%	34
2024 Q4	$7.44M	Sell	31,044 -849	-3%	-$204K	0.84%	32
2024 Q3	$6.72M	Sell	31,893 -320	-1%	-$67.5K	0.76%	36
2024 Q2	$6.52M	Sell	32,213 -321	-1%	-$64.9K	0.79%	34
2024 Q1	$6.52M	Sell	32,534 -3,448	-10%	-$691K	0.81%	34
2023 Q4	$6.12M	Buy	35,982 +1,234	+4%	+$210K	0.84%	31
2023 Q3	$5.04M	Buy	34,748 +3,117	+10%	+$452K	0.78%	33
2023 Q2	$4.6M	Buy	31,631 +1,213	+4%	+$176K	0.66%	40
2023 Q1	$3.96M	Buy	30,418 +761	+3%	+$99.2K	0.61%	40
2022 Q4	$3.98M	Sell	29,657 -2,259	-7%	-$303K	0.68%	39
2022 Q3	$3.34M	Sell	31,916 -301	-0.9%	-$31.5K	0.6%	43
2022 Q2	$3.63M	Sell	32,217 -1,963	-6%	-$221K	0.63%	41
2022 Q1	$5.41M	Sell	34,180 -150	-0.4%	-$23.8K	0.68%	37
2021 Q4	$5.44M	Buy	34,330 +1,134	+3%	+$180K	0.69%	37
2021 Q3	$5.43M	Buy	33,196 +1,331	+4%	+$218K	0.74%	37
2021 Q2	$4.96M	Buy	31,865 +6,759	+27%	+$1.05M	0.68%	38
2021 Q1	$3.82M	Buy	25,106 +2,554	+11%	+$389K	0.59%	39
2020 Q4	$2.87M	Buy	22,552 +694	+3%	+$88.2K	0.44%	44
2020 Q3	$2.1M	Sell	21,858 -1,200	-5%	-$116K	0.39%	48
2020 Q2	$2.17M	Sell	23,058 -135	-0.6%	-$12.7K	0.46%	44
2020 Q1	$2.09M	Buy	23,193 +3,524	+18%	+$317K	0.72%	40
2019 Q4	$2.74M	Sell	19,669 -335	-2%	-$46.7K	0.78%	36
2019 Q3	$2.35M	Sell	20,004 -657	-3%	-$77.3K	0.73%	41
2019 Q2	$2.31M	Buy	20,661 +1,713	+9%	+$192K	0.74%	39
2019 Q1	$1.92M	Buy	18,948 +41	+0.2%	+$4.15K	0.69%	45
2018 Q4	$1.85M	Buy	18,907 +2,201	+13%	+$215K	0.77%	41
2018 Q3	$1.89M	Buy	16,706 +272	+2%	+$30.7K	0.68%	47
2018 Q2	$1.71M	Buy	16,434 +20	+0.1%	+$2.08K	0.67%	46
2018 Q1	$1.81M	Buy	16,414 +612	+4%	+$67.3K	0.76%	43
2017 Q4	$1.69M	Buy	15,802 +824	+6%	+$88.1K	0.5%	52
2017 Q3	$1.43M	Buy	14,978 +5	+0%	+$478	0.46%	56
2017 Q2	$1.37M	Sell	14,973 -2,356	-14%	-$215K	0.45%	56
2017 Q1	$1.52M	Buy	17,329 +1,356	+8%	+$119K	0.52%	51
2016 Q4	$1.38M	Sell	15,973 -465	-3%	-$40.1K	0.52%	52
2016 Q3	$1.1M	Sell	16,438 -20	-0.1%	-$1.33K	0.42%	60
2016 Q2	$1.02M	Buy	16,458 +1,565	+11%	+$97.3K	0.4%	63
2016 Q1	$882K	Buy	14,893 +163	+1%	+$9.65K	0.39%	58
2015 Q4	$973K	Buy	14,730 +100	+0.7%	+$6.61K	0.4%	60
2015 Q3	$892K	Buy	14,630 +100	+0.7%	+$6.1K	0.41%	59
2015 Q2	$985K	Sell	14,530 -472	-3%	-$32K	0.42%	57
2015 Q1	$915K	Buy	15,002 +5,190	+53%	+$317K	0.39%	56
2014 Q4	$614K	Sell	9,812 -175	-2%	-$11K	0.27%	82
2014 Q3	$602K	Buy	+9,987	New	+$602K	0.28%	77