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FORTE CAPITAL LLC /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTE CAPITAL LLC /ADV on JPM, newest first. How the timeline and the estimate are built.

FORTE CAPITAL LLC /ADV held 29,974 JPM shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 29,974 shares
    Change vs previous 13F -391 shares

    0.93% of the 13F portfolio, value $8,689,815.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 30,365 shares
    Change vs previous 13F -679 shares

    0.88% of the 13F portfolio, value $7,448,413.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 31,044 shares
    Change vs previous 13F -849 shares

    0.84% of the 13F portfolio, value $7,441,647.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 31,893 shares
    Change vs previous 13F -320 shares

    0.76% of the 13F portfolio, value $6,724,945.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 32,213 shares
    Change vs previous 13F -321 shares

    0.79% of the 13F portfolio, value $6,515,442.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 32,534 shares
    Change vs previous 13F -3,448 shares

    0.81% of the 13F portfolio, value $6,516,622.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 35,982 shares
    Change vs previous 13F +1,234 shares

    0.84% of the 13F portfolio, value $6,120,501.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 34,748 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,039,111.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).