A detailed history of Fortress Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 10,656 shares of JPM stock, worth $2.23 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
10,656
Previous 10,029 6.25%
Holding current value
$2.23 Million
Previous $1.71 Million 25.16%
% of portfolio
1.19%
Previous 1.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $104,765 - $125,588
627 Added 6.25%
10,656 $2.13 Million
Q4 2023

Jan 12, 2024

BUY
$135.69 - $170.3 $82,635 - $103,712
609 Added 6.46%
10,029 $1.71 Million
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $26,064 - $28,756
182 Added 1.97%
9,420 $1.37 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $27,915 - $31,851
219 Added 2.43%
9,238 $1.34 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $125,909 - $144,950
1,008 Added 12.58%
9,019 $1.18 Million
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $16,007 - $21,640
-157 Reduced 1.92%
8,011 $1.07 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $4,519 - $26,286
218 Added 2.74%
8,168 $854,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $18,242 - $22,017
-162 Reduced 2.0%
7,950 $895,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $1,796 - $2,358
-14 Reduced 0.17%
8,112 $1.11 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $42,641 - $47,583
277 Added 3.53%
8,126 $1.27 Million
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $100,380 - $114,047
683 Added 9.53%
7,849 $1.29 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $1.06 Million - $1.19 Million
7,166 New
7,166 $1.12 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $613B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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