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Fortitude Advisory Group’s JPMorgan Chase JPM Stock Holding History

Fortitude Advisory Group’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 		$2.77M Buy
8,476
+283
+3% +$87.9K 1.06% 17
2026
Q1 		$2.41M Buy
8,193
+790
+11% +$240K 1.08% 17
2025
Q4 		$2.39M Sell
7,403
-165
-2% -$51.1K 1.01% 18
2025
Q3 		$2.39M Sell
7,568
-849
-10% -$253K 1.28% 14
2025
Q2 		$2.44M Sell
8,417
-272
-3% -$69.4K 1.39% 13
2025
Q1 		$2M Buy
8,689
+275
+3% +$70.1K 1.43% 14
2024
Q4 		$2.02M Sell
8,414
-646
-7% -$150K 1.22% 16
2024
Q3 		$1.91M Sell
9,060
-1,074
-11% -$226K 1.2% 14
2024
Q2 		$2.05M Buy
10,134
+839
+9% +$164K 1.22% 12
2024
Q1 		$1.86M Sell
9,295
-1,113
-11% -$201K 1.05% 15
2023
Q4 		$1.77M Sell
10,408
-1,213
-10% -$184K 1.08% 13
2023
Q3 		$1.69M Buy
11,621
+4,526
+64% +$678K 1.14% 14
2023
Q2 		$1.03M Sell
7,095
-895
-11% -$123K 0.76% 23
2023
Q1 		$1.04M Sell
7,990
-709
-8% -$97.1K 0.81% 22
2022
Q4 		$1.17M Buy
8,699
+979
+13% +$124K 0.99% 14
2022
Q3 		$807K Buy
7,720
+93
+1% +$10.7K 0.77% 24
2022
Q2 		$859K Buy
7,627
+866
+13% +$107K 0.79% 25
2022
Q1 		$922K Sell
6,761
-1,355
-17% -$200K 0.49% 30
2021
Q4 		$1.28M Buy
+8,116
New +$1.33M 0.65% 20

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fortitude Advisory Group's JPM Position: Q2 2026 in Review

Fortitude Advisory Group increased its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, buying an estimated $87.9K and bringing the position to 8,476 shares worth $2.77M. The position accounts for 1.06% of the portfolio, ranked #17.

Fortitude Advisory Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fortitude Advisory Group held 8,476 shares of JPMorgan Chase worth $2.77M as of Q2 2026.
  • Fortitude Advisory Group bought 283 JPMorgan Chase shares in Q2 2026, an estimated $87.9K.
  • JPMorgan Chase made up 1.06% of Fortitude Advisory Group's portfolio in Q2 2026, its #17 holding.
  • Fortitude Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.