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FORTERIS WEALTH MANAGEMENT INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTERIS WEALTH MANAGEMENT INC. on JPM, newest first. How the timeline and the estimate are built.

FORTERIS WEALTH MANAGEMENT INC. held 7,095 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,095 shares
    Change vs previous 13F -308 shares

    1.94% of the 13F portfolio, value $2,347,239.

    13F-HR 0002107238-26-000004 filed by FORTERIS WEALTH MANAGEMENT INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,403 shares
    Change vs previous 13F -117 shares

    1.98% of the 13F portfolio, value $2,423,224.

    13F-HR 0002107238-26-000003 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,520 shares
    Change vs previous 13F -209 shares

    2.12% of the 13F portfolio, value $2,212,083.

    13F-HR 0002107238-26-000002 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,729 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,490,438.

    13F-HR 0002107238-26-000001 filed by FORTERIS WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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