Fortis Group Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $64.2K | Hold |
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|
2024
Q2 | $61.6K | Sell |
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|
2024
Q1 | $732K | Sell |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2020
Q3 | $591K | Buy |
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