FAG
Fortitude Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
8,417
-272
| -3% | -$78.9K | 1.39% | 13 |
|
|
2025
Q1 | $2M | Buy |
8,689
+275
| +3% | +$63.1K | 1.43% | 14 |
|
|
2024
Q4 | $2.02M | Sell |
8,414
-646
| -7% | -$155K | 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% | +$170K | 1.22% | 12 |
|
|
2024
Q1 | $1.86M | Sell |
9,295
-1,113
| -11% | -$223K | 1.05% | 15 |
|
|
2023
Q4 | $1.77M | Sell |
10,408
-1,213
| -10% | -$206K | 1.08% | 13 |
|
|
2023
Q3 | $1.69M | Buy |
11,621
+4,526
| +64% | +$656K | 1.14% | 14 |
|
|
2023
Q2 | $1.03M | Sell |
7,095
-895
| -11% | -$130K | 0.76% | 23 |
|
|
2023
Q1 | $1.04M | Sell |
7,990
-709
| -8% | -$92.4K | 0.81% | 22 |
|
|
2022
Q4 | $1.17M | Buy |
8,699
+979
| +13% | +$131K | 0.99% | 14 |
|
|
2022
Q3 | $807K | Buy |
7,720
+93
| +1% | +$9.72K | 0.77% | 24 |
|
|
2022
Q2 | $859K | Buy |
7,627
+866
| +13% | +$97.5K | 0.79% | 25 |
|
|
2022
Q1 | $922K | Sell |
6,761
-1,355
| -17% | -$185K | 0.49% | 30 |
|
|
2021
Q4 | $1.29M | Buy |
+8,116
| New | +$1.29M | 0.65% | 20 |
|