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 Q2	$1.05M	Buy	3,206 +4	+0.1%	+$1.24K	0.12%	94
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fortis Capital Management increased its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, buying an estimated $1.24K and bringing the position to 3,206 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #94.

Fortis Capital Management first reported a position in JPM in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.29M in Q4 2020. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fortis Capital Management held 3,206 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
Fortis Capital Management bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
JPMorgan Chase made up 0.12% of Fortis Capital Management's portfolio in Q2 2026, its #94 holding.
Fortis Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 7 quarters since.
Fortis Capital Management's JPMorgan Chase position peaked at $2.29M in Q4 2020.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.