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Fortis Capital Management’s JPMorgan Chase JPM Stock Holding History

Fortis Capital Management’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
Q1 		$942K Buy
3,202
+194
+6% +$58.9K 0.1% 87
2025
Q4 		$969K Buy
3,008
+223
+8% +$69K 0.13% 82
2025
Q3 		$879K Buy
2,785
+463
+20% +$138K 0.12% 82
2025
Q2 		$673K Buy
2,322
+1,462
+170% +$373K 0.1% 91
2025
Q1 		$211K Buy
+860
New +$219K 0.04% 138
2021
Q1 		– Sell
-18,000
Closed -$2.29M – 119
2020
Q4 		$2.29M Buy
+18,000
New +$2.01M 1.74% 15

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortis Capital Management's JPM Position: Q1 2026 in Review

Fortis Capital Management increased its JPMorgan Chase (JPM) stake by 6.4% in Q1 2026, buying an estimated $58.9K and bringing the position to 3,202 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #87.

Fortis Capital Management first reported a position in JPM in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.29M in Q4 2020. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fortis Capital Management held 3,202 shares of JPMorgan Chase worth $942K as of Q1 2026.
  • Fortis Capital Management bought 194 JPMorgan Chase shares in Q1 2026, an estimated $58.9K.
  • JPMorgan Chase made up 0.1% of Fortis Capital Management's portfolio in Q1 2026, its #87 holding.
  • Fortis Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 6 quarters since.
  • Fortis Capital Management's JPMorgan Chase position peaked at $2.29M in Q4 2020.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.