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FORTRESS PRIVATE LEDGER, LLC: JPM position timeline

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

FORTRESS PRIVATE LEDGER, LLC held 7,347 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,347 shares
    Change vs previous 13F +442 shares

    0.66% of the 13F portfolio, value $2,404,999.

    13F-HR 0001718251-26-000014 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,905 shares
    Change vs previous 13F +463 shares

    0.64% of the 13F portfolio, value $2,031,159.

    13F-HR 0001718251-26-000009 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,442 shares
    Change vs previous 13F +1,169 shares

    0.68% of the 13F portfolio, value $2,075,878.

    13F-HR 0001718251-26-000007 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,273 shares
    Change vs previous 13F +50 shares

    0.61% of the 13F portfolio, value $1,663,269.

    13F-HR 0001718251-25-000012 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,223 shares
    Change vs previous 13F +97 shares

    0.69% of the 13F portfolio, value $1,514,201.

    13F-HR 0001718251-25-000010 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,126 shares
    Change vs previous 13F +460 shares

    0.7% of the 13F portfolio, value $1,257,311.

    13F-HR 0001718251-25-000009 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,666 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,118,456.

    13F-HR 0001718251-25-000005 filed by FORTRESS PRIVATE LEDGER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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