FORTEM FINANCIAL GROUP, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1766509 PALM DESERT, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,641,553

+$47,356 QoQ

Shares Held

8,070

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#2,711

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,377,805 across 4 Banks - Diversified names. JPM ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,070	$2,641,553
2	BAC	Bank Of America Corp /De/	18,598	$1,059,714
3	WFC	Wells Fargo & Company/Mn	5,133	$424,191
4	C	Citigroup Inc	1,803	$252,347

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,641,553	8,070	-8.5%	Shares	Sole	2026-07-20
2026-03-31	$2,594,197	8,819	-16.5%	Shares	Sole	2026-04-16
2025-12-31	$3,403,609	10,563	+0.8%	Shares	Sole	2026-02-04
2025-09-30	$3,306,968	10,484	-7.0%	Shares	Sole	2025-11-04
2025-06-30	$3,269,604	11,278	-6.8%	Shares	Sole	2025-08-12
2025-03-31	$2,967,639	12,098	-0.6%	Shares	Sole	2025-05-01
2024-12-31	$2,918,229	12,174	+2.8%	Shares	Sole	2025-01-06
2024-09-30	$2,496,793	11,841	-19.1%	Shares	Sole	2024-11-18
2024-06-30	$2,958,659	14,628	-1.6%	Shares	Sole	2024-08-02
2024-03-31	$2,977,860	14,867	+7.0%	Shares	Sole	2024-05-01
2023-12-31	$2,363,199	13,893	+7.5%	Shares	Sole	2024-02-13
2023-09-30	$1,873,658	12,920	-17.4%	Shares	Sole	2023-10-10
2023-06-30	$2,275,117	15,643	+7.1%	Shares	Sole	2023-07-18
2023-03-31	$1,903,177	14,605	+3.9%	Shares	Sole	2023-04-21
2022-12-31	$1,885,043	14,057	-0.9%	Shares	Sole	2023-01-17
2022-09-30	$1,482,123	14,183	-0.2%	Shares	Sole	2022-11-01
2022-06-30	$1,599,962	14,208	-6.4%	Shares	Sole	2022-07-25
2022-03-31	$2,068,656	15,175	-1.4%	Shares	Sole	2022-04-27
2021-12-31	$2,437,006	15,390	+0.9%	Shares	Sole	2022-01-20
2021-09-30	$2,495,781	15,247	+0.1%	Shares	Sole	2021-10-15
2021-06-30	$2,369,340	15,233	+5.2%	Shares	Sole	2021-07-14
2021-03-31	$2,204,442	14,481	-0.6%	Shares	Sole	2021-04-20
2020-12-31	$1,851,791	14,573	-1.1%	Shares	Sole	2021-01-29
2020-09-30	$1,418,538	14,735	-16.0%	Shares	Sole	2020-10-15
2020-06-30	$1,650,941	17,552	-9.8%	Shares	Sole	2020-07-14
2020-03-31	$1,752,794	19,469	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.