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Fortis Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Fortis Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.27M Buy
9,975
+1,475
+17% +$458K 0.37% 49
2026
Q1 		$2.5M Buy
8,500
+542
+7% +$164K 0.33% 50
2025
Q4 		$2.56M Sell
7,958
-3,028
-28% -$937K 0.38% 38
2025
Q3 		$3.47M Sell
10,986
-299
-3% -$88.9K 0.55% 31
2025
Q2 		$3.27M Buy
11,285
+4,504
+66% +$1.15M 0.59% 31
2025
Q1 		$1.66M Sell
6,781
-862
-11% -$220K 0.34% 42
2024
Q4 		$1.72M Sell
7,643
-2,327
-23% -$542K 0.59% 27
2024
Q3 		$2.1M Buy
9,970
+2,469
+33% +$520K 0.7% 20
2024
Q2 		$1.52M Buy
7,501
+500
+7% +$97.8K 0.55% 29
2024
Q1 		$1.4M Buy
7,001
+3,041
+77% +$549K 0.59% 29
2023
Q4 		$674K Sell
3,960
-97
-2% -$14.7K 0.36% 43
2023
Q3 		$588K Sell
4,057
-116
-3% -$17.4K 0.38% 47
2023
Q2 		$607K Sell
4,173
-323
-7% -$44.4K 0.36% 48
2023
Q1 		$586K Sell
4,496
-313
-7% -$42.9K 0.31% 46
2022
Q4 		$645K Buy
+4,809
New +$609K 0.38% 39

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fortis Capital Advisors's JPM Position: Q2 2026 in Review

Fortis Capital Advisors increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $458K and bringing the position to 9,975 shares worth $3.27M. The position accounts for 0.37% of the portfolio, ranked #49.

Fortis Capital Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.47M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fortis Capital Advisors held 9,975 shares of JPMorgan Chase worth $3.27M as of Q2 2026.
  • Fortis Capital Advisors bought 1,475 JPMorgan Chase shares in Q2 2026, an estimated $458K.
  • JPMorgan Chase made up 0.37% of Fortis Capital Advisors's portfolio in Q2 2026, its #49 holding.
  • Fortis Capital Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Fortis Capital Advisors's JPMorgan Chase position peaked at $3.47M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.