Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,404,893
+$373,719 QoQ
Shares Held
7,347
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#2,809
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FORTRESS PRIVATE LEDGER, LLC holds $9,591,636 across 6 Banks - Diversified names. JPM ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
20,278 | $2,838,108 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
7,347 | $2,404,893 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
10,611 | $1,534,456 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,385 | $1,389,457 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,185 | $841,688 | |
| 6 | RY |
Royal Bank Of Canada
|
2,817 | $583,034 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404,893 | 7,347 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,031,174 | 6,905 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,075,741 | 6,442 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,663,262 | 5,273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,514,199 | 5,223 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,257,407 | 5,126 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,118,486 | 4,666 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||