Fortis Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
849
-389
| -31% | -$113K | 0.16% | 103 |
|
|
2025
Q1 | $304K | Buy |
1,238
+157
| +15% | +$38.5K | 0.2% | 82 |
|
|
2024
Q4 | $259K | Buy |
+1,081
| New | +$259K | 0.17% | 92 |
|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$261K | – | 174 |
|
|
2023
Q1 | $261K | Hold |
2,000
| – | – | 0.17% | 78 |
|
|
2022
Q4 | $268K | Hold |
2,000
| – | – | 0.2% | 71 |
|
|
2022
Q3 | $209K | Hold |
2,000
| – | – | 0.15% | 86 |
|
|
2022
Q2 | $225K | Sell |
2,000
-847
| -30% | -$95.3K | 0.15% | 87 |
|
|
2022
Q1 | $388K | Hold |
2,847
| – | – | 0.21% | 68 |
|
|
2021
Q4 | $451K | Buy |
2,847
+25
| +0.9% | +$3.96K | 0.26% | 53 |
|
|
2021
Q3 | $462K | Hold |
2,822
| – | – | 0.28% | 52 |
|
|
2021
Q2 | $439K | Hold |
2,822
| – | – | 0.25% | 60 |
|
|
2021
Q1 | $430K | Hold |
2,822
| – | – | 0.31% | 48 |
|
|
2020
Q4 | $359K | Buy |
2,822
+90
| +3% | +$11.4K | 0.32% | 43 |
|
|
2020
Q3 | $263K | Sell |
2,732
-1,939
| -42% | -$187K | 0.25% | 42 |
|
|
2020
Q2 | $439K | Sell |
4,671
-193
| -4% | -$18.1K | 0.44% | 35 |
|
|
2020
Q1 | $438K | Sell |
4,864
-175
| -3% | -$15.8K | 0.29% | 38 |
|
|
2019
Q4 | $702K | Hold |
5,039
| – | – | 0.42% | 38 |
|
|
2019
Q3 | $594K | Sell |
5,039
-2,000
| -28% | -$236K | 0.28% | 38 |
|
|
2019
Q2 | $787K | Hold |
7,039
| – | – | 0.38% | 34 |
|
|
2019
Q1 | $713K | Sell |
7,039
-75
| -1% | -$7.6K | 0.37% | 36 |
|
|
2018
Q4 | $694K | Hold |
7,114
| – | – | 0.42% | 31 |
|
|
2018
Q3 | $803K | Sell |
7,114
-50
| -0.7% | -$5.64K | 0.45% | 32 |
|
|
2018
Q2 | $746K | Buy |
7,164
+344
| +5% | +$35.8K | 0.43% | 32 |
|
|
2018
Q1 | $750K | Sell |
6,820
-100
| -1% | -$11K | 0.41% | 30 |
|
|
2017
Q4 | $740K | Sell |
6,920
-176
| -2% | -$18.8K | 0.45% | 25 |
|
|
2017
Q3 | $677K | Sell |
7,096
-8,019
| -53% | -$765K | 0.47% | 24 |
|
|
2017
Q2 | $1.47M | Sell |
15,115
-1,000
| -6% | -$97.5K | 1.15% | 11 |
|
|
2017
Q1 | $1.41M | Buy |
16,115
+8,817
| +121% | +$773K | 1.28% | 9 |
|
|
2016
Q4 | $630K | Buy |
+7,298
| New | +$630K | 0.67% | 14 |
|