Fortis Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Hold |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $259K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $462K | Hold |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $439K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $702K | Hold |
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|
2019
Q3 | $594K | Sell |
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|
2019
Q2 | $787K | Hold |
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|
2019
Q1 | $713K | Sell |
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|
2018
Q4 | $694K | Hold |
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|
2018
Q3 | $803K | Sell |
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|
2018
Q2 | $746K | Buy |
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|
2018
Q1 | $750K | Sell |
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|
2017
Q4 | $740K | Sell |
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|
2017
Q3 | $677K | Sell |
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|
2017
Q2 | $1.47M | Sell |
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|
2017
Q1 | $1.41M | Buy |
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|
2016
Q4 | $630K | Buy |
|