FGA
Fortis Group Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
6,378
-1,189
| -16% | -$352K | 0.34% | 73 |
|
|
2025
Q1 | $1.86M | Buy |
7,567
+6,352
| +523% | +$1.56M | 0.36% | 77 |
|
|
2024
Q4 | $291K | Buy |
1,215
+911
| +300% | +$218K | 0.05% | 163 |
|
|
2024
Q3 | $64.2K | Hold |
304
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $61.6K | Sell |
304
-3,351
| -92% | -$679K | 0.01% | 198 |
|
|
2024
Q1 | $732K | Sell |
3,655
-296
| -7% | -$59.3K | 0.13% | 107 |
|
|
2023
Q4 | $539K | Buy |
3,951
+304
| +8% | +$41.5K | 0.13% | 71 |
|
|
2023
Q3 | $480K | Buy |
3,647
+301
| +9% | +$39.6K | 0.15% | 71 |
|
|
2023
Q2 | $487K | Buy |
3,346
+3
| +0.1% | +$436 | 0.13% | 86 |
|
|
2023
Q1 | $462K | Buy |
+3,343
| New | +$462K | 0.14% | 73 |
|
|
2020
Q3 | $591K | Buy |
+6,147
| New | +$591K | 0.11% | 90 |
|