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Fortitude Family Office’s JPMorgan Chase JPM Stock Holding History

Fortitude Family Office’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
3,600
+195
+6% +$60.6K 0.23% 62
2026
Q1 		$1M Sell
3,405
-5,905
-63% -$1.79M 0.22% 65
2025
Q4 		$3M Sell
9,310
-79
-0.8% -$24.5K 0.7% 38
2025
Q3 		$2.96M Sell
9,389
-117
-1% -$34.8K 0.8% 32
2025
Q2 		$2.76M Sell
9,506
-884
-9% -$226K 0.9% 27
2025
Q1 		$2.55M Sell
10,390
-1,614
-13% -$411K 0.91% 22
2024
Q4 		$2.88M Buy
12,004
+1,615
+16% +$376K 1.03% 23
2024
Q3 		$2.19M Buy
10,389
+2,981
+40% +$628K 0.87% 23
2024
Q2 		$1.5M Buy
7,408
+1,527
+26% +$299K 0.85% 21
2024
Q1 		$1.18M Buy
5,881
+118
+2% +$21.3K 0.79% 23
2023
Q4 		$980K Buy
+5,763
New +$873K 0.73% 25

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Fortitude Family Office's JPM Position: Q2 2026 in Review

Fortitude Family Office increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, buying an estimated $60.6K and bringing the position to 3,600 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #62.

Fortitude Family Office first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3M in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fortitude Family Office held 3,600 shares of JPMorgan Chase worth $1.18M as of Q2 2026.
  • Fortitude Family Office bought 195 JPMorgan Chase shares in Q2 2026, an estimated $60.6K.
  • JPMorgan Chase made up 0.23% of Fortitude Family Office's portfolio in Q2 2026, its #62 holding.
  • Fortitude Family Office first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's JPMorgan Chase position peaked at $3M in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.