A detailed history of Fortress Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 1,316 shares of JPM stock, worth $322,104. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,316
Previous 1,331 1.13%
Holding current value
$322,104
Previous $269,000 2.97%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$194.9 - $224.8 $2,923 - $3,372
-15 Reduced 1.13%
1,316 $277,000
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $180 - $204
1 Added 0.08%
1,331 $269,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $180,467 - $226,499
1,330 New
1,330 $226,000
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $184,110 - $241,711
-1,435 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $220,903 - $246,504
1,435 New
1,435 $227,000

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 $718B
  • 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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