FCA
Fortis Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
11,285
+4,504
| +66% | +$1.31M | 0.59% | 31 |
|
|
2025
Q1 | $1.66M | Sell |
6,781
-862
| -11% | -$211K | 0.34% | 42 |
|
|
2024
Q4 | $1.72M | Sell |
7,643
-2,327
| -23% | -$523K | 0.59% | 27 |
|
|
2024
Q3 | $2.1M | Buy |
9,970
+2,469
| +33% | +$521K | 0.7% | 20 |
|
|
2024
Q2 | $1.52M | Buy |
7,501
+500
| +7% | +$101K | 0.55% | 29 |
|
|
2024
Q1 | $1.4M | Buy |
7,001
+3,041
| +77% | +$609K | 0.59% | 29 |
|
|
2023
Q4 | $674K | Sell |
3,960
-97
| -2% | -$16.5K | 0.36% | 43 |
|
|
2023
Q3 | $588K | Sell |
4,057
-116
| -3% | -$16.8K | 0.38% | 47 |
|
|
2023
Q2 | $607K | Sell |
4,173
-323
| -7% | -$47K | 0.36% | 48 |
|
|
2023
Q1 | $586K | Sell |
4,496
-313
| -7% | -$40.8K | 0.31% | 46 |
|
|
2022
Q4 | $645K | Buy |
+4,809
| New | +$645K | 0.38% | 39 |
|