Fortress Wealth Management’s JPMorgan Chase JPM Stock Holding History

Fortress Wealth Management’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
2025 Q1	–	Sell	-1,316	Closed	-$315K	–	76
2024 Q4	$315K	Hold	1,316	–	–	0.15%	58
2024 Q3	$277K	Sell	1,316 -15	-1%	-$3.16K	0.14%	61
2024 Q2	$269K	Buy	1,331 +1	+0.1%	+$196	0.14%	61
2024 Q1	$266K	Hold	1,330	–	–	0.14%	61
2023 Q4	$226K	Buy	+1,330	New	+$202K	0.12%	60
2022 Q1	–	Sell	-1,435	Closed	-$227K	–	60
2021 Q4	$227K	Buy	+1,435	New	+$236K	0.17%	48

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortress Wealth Management's JPM Position: Q1 2025 in Review

Fortress Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 1,316 shares — an estimated $315K sold.

Fortress Wealth Management first reported a position in JPM in Q4 2021 and held it in 6 quarters. The position peaked at $315K in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Fortress Wealth Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
Fortress Wealth Management sold 1,316 JPMorgan Chase shares in Q1 2025, an estimated $315K.
Fortress Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 6 quarters.
Fortress Wealth Management's JPMorgan Chase position peaked at $315K in Q4 2024.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Fortress Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.