A detailed history of Fortis Group Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 304 shares of JPM stock, worth $73,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares
304
Previous 304 -0.0%
Holding current value
$73,662
Previous $61.6 Million 4.25%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $603,448 - $686,251
-3,351 Reduced 91.68%
304 $61.6 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $49,458 - $59,288
-296 Reduced 7.49%
3,655 $732 Million
Q4 2023

Mar 04, 2024

BUY
$135.69 - $170.3 $41,249 - $51,771
304 Added 8.34%
3,951 $539 Million
Q3 2023

Dec 01, 2023

BUY
$143.21 - $158.0 $43,106 - $47,558
301 Added 9.0%
3,647 $480 Million
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $382 - $436
3 Added 0.09%
3,346 $487 Million
Q1 2023

May 26, 2023

SELL
$124.91 - $143.8 $350,247 - $403,215
-2,804 Reduced 45.62%
3,343 $462 Million
Q3 2020

Nov 17, 2020

BUY
$91.28 - $103.82 $561,098 - $638,181
6,147 New
6,147 $591,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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