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Fortis Group Advisors’s JPMorgan Chase JPM Stock Holding History

Fortis Group 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 		$1.7M Sell
5,183
-207
-4% -$64.3K 0.27% 94
2026
Q1 		$1.67M Sell
5,390
-2,192
-29% -$665K 0.28% 95
2025
Q4 		$2.33M Sell
7,582
-300
-4% -$92.9K 0.39% 64
2025
Q3 		$2.46M Buy
7,882
+1,504
+24% +$447K 0.42% 63
2025
Q2 		$1.89M Sell
6,378
-1,189
-16% -$303K 0.34% 73
2025
Q1 		$1.86M Buy
7,567
+6,352
+523% +$1.62M 0.36% 77
2024
Q4 		$291K Buy
1,215
+911
+300% +$212K 0.05% 163
2024
Q3 		$64.2K Hold
304
– – 0.01% 200
2024
Q2 		$61.6K Sell
304
-3,351
-92% -$655K 0.01% 198
2024
Q1 		$732K Sell
3,655
-296
-7% -$53.4K 0.13% 107
2023
Q4 		$539K Buy
3,951
+304
+8% +$46.1K 0.13% 71
2023
Q3 		$480K Buy
3,647
+301
+9% +$45.1K 0.15% 71
2023
Q2 		$487K Buy
3,346
+3
+0.1% +$413 0.13% 86
2023
Q1 		$462K Buy
+3,343
New +$458K 0.14% 73
2020
Q3 		$591K Buy
+6,147
New +$604K 0.11% 90

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 Group Advisors's JPM Position: Q2 2026 in Review

Fortis Group Advisors reduced its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, selling an estimated $64.3K and leaving 5,183 shares worth $1.7M. The position accounts for 0.27% of the portfolio, ranked #94.

Fortis Group Advisors first reported a position in JPM in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.46M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fortis Group Advisors held 5,183 shares of JPMorgan Chase worth $1.7M as of Q2 2026.
  • Fortis Group Advisors sold 207 JPMorgan Chase shares in Q2 2026, an estimated $64.3K.
  • JPMorgan Chase made up 0.27% of Fortis Group Advisors's portfolio in Q2 2026, its #94 holding.
  • Fortis Group Advisors first reported a position in JPMorgan Chase in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's JPMorgan Chase position peaked at $2.46M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.