Fortis Capital Management’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	$673K	Buy	2,322 +1,462	+170%	+$424K	0.1%	91
2025 Q1	$211K	Buy	+860	New	+$211K	0.04%	138
2021 Q1	–	Sell	-18,000	Closed	-$2.29M	–	119
2020 Q4	$2.29M	Buy	+18,000	New	+$2.29M	1.74%	15