Fortress Financial Group’s JPMorgan Chase JPM Stock Holding History

Fortress Financial Group’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	$382K	Sell	1,168 -566	-33%	-$176K	0.19%	49
2026 Q1	$510K	Sell	1,734 -939	-35%	-$285K	0.38%	36
2025 Q4	$861K	Buy	2,673 +13	+0.5%	+$4.03K	0.64%	27
2025 Q3	$839K	Buy	2,660 +12	+0.5%	+$3.57K	0.64%	26
2025 Q2	$768K	Buy	2,648 +84	+3%	+$21.4K	0.65%	29
2025 Q1	$629K	Buy	2,564 +12	+0.5%	+$3.06K	0.63%	32
2024 Q4	$612K	Buy	+2,552	New	+$594K	0.61%	32

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fortress Financial Group's JPM Position: Q2 2026 in Review

Fortress Financial Group reduced its JPMorgan Chase (JPM) stake by 33% in Q2 2026, selling an estimated $176K and leaving 1,168 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #49.

Fortress Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fortress Financial Group held 1,168 shares of JPMorgan Chase worth $382K as of Q2 2026.
Fortress Financial Group sold 566 JPMorgan Chase shares in Q2 2026, an estimated $176K.
JPMorgan Chase made up 0.19% of Fortress Financial Group's portfolio in Q2 2026, its #49 holding.
Fortress Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's JPMorgan Chase position peaked at $861K in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.