Fortress Financial Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$768K Buy
2,648
+84
+3% +$24.4K 0.65% 29
2025
Q1
$629K Buy
2,564
+12
+0.5% +$2.94K 0.63% 32
2024
Q4
$612K Buy
+2,552
New +$612K 0.61% 32