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Disclosery

Fortress Financial Solutions, LLC: JPM position timeline

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

Fortress Financial Solutions, LLC held 1,849 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,849 shares
    Change vs previous 13F +101 shares

    0.57% of the 13F portfolio, value $543,773.

    13F-HR 0002039501-26-000005 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,748 shares
    Change vs previous 13F +59 shares

    0.58% of the 13F portfolio, value $563,088.

    13F-HR 0002039501-26-000001 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,689 shares
    Change vs previous 13F +910 shares

    0.58% of the 13F portfolio, value $532,771.

    13F-HR 0002039501-25-000013 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 779 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $225,734.

    13F-HR 0002039501-25-000012 filed by Fortress Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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