A detailed history of Fortem Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fortem Financial Group, LLC holds 11,841 shares of JPM stock, worth $2.9 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
11,841
Previous 14,628 19.05%
Holding current value
$2.9 Million
Previous $2.96 Million 15.65%
% of portfolio
1.04%
Previous 1.31%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$194.9 - $224.8 $543,186 - $626,517
-2,787 Reduced 19.05%
11,841 $2.5 Million
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $43,039 - $48,944
-239 Reduced 1.61%
14,628 $2.96 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $162,745 - $195,092
974 Added 7.01%
14,867 $2.98 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $132,026 - $165,701
973 Added 7.53%
13,893 $2.36 Million
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $389,960 - $430,234
-2,723 Reduced 17.41%
12,920 $1.87 Million
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $132,313 - $150,966
1,038 Added 7.11%
15,643 $2.28 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $68,450 - $78,802
548 Added 3.9%
14,605 $1.9 Million
Q4 2022

Jan 17, 2023

SELL
$101.96 - $137.84 $12,846 - $17,367
-126 Reduced 0.89%
14,057 $0
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $518 - $3,014
-25 Reduced 0.18%
14,183 $1.48 Million
Q2 2022

Jul 25, 2022

SELL
$112.61 - $135.91 $108,893 - $131,424
-967 Reduced 6.37%
14,208 $1.6 Million
Q1 2022

Apr 27, 2022

SELL
$128.3 - $168.44 $27,584 - $36,214
-215 Reduced 1.4%
15,175 $2.07 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $22,013 - $24,564
143 Added 0.94%
15,390 $2.44 Million
Q3 2021

Oct 15, 2021

BUY
$146.97 - $166.98 $2,057 - $2,337
14 Added 0.09%
15,247 $2.5 Million
Q2 2021

Jul 14, 2021

BUY
$147.37 - $166.44 $110,822 - $125,162
752 Added 5.19%
15,233 $2.37 Million
Q1 2021

Apr 20, 2021

SELL
$125.65 - $157.65 $11,559 - $14,503
-92 Reduced 0.63%
14,481 $2.2 Million
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $15,639 - $20,585
-162 Reduced 1.1%
14,573 $1.85 Million
Q3 2020

Oct 15, 2020

SELL
$91.28 - $103.82 $257,135 - $292,460
-2,817 Reduced 16.05%
14,735 $1.42 Million
Q2 2020

Jul 14, 2020

SELL
$84.03 - $113.45 $161,085 - $217,483
-1,917 Reduced 9.85%
17,552 $1.65 Million
Q1 2020

Apr 23, 2020

SELL
$79.03 - $141.09 $18,097 - $32,309
-229 Reduced 1.16%
19,469 $1.75 Million
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $51,772 - $64,542
463 Added 2.41%
19,698 $2.75 Million
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $270,803 - $310,674
2,584 Added 15.52%
19,235 $2.26 Million
Q2 2019

Aug 09, 2019

BUY
$104.64 - $116.12 $23,334 - $25,894
223 Added 1.36%
16,651 $1.86 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $85,845 - $94,755
884 Added 5.69%
16,428 $1.66 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $1.43 Million - $1.79 Million
15,544 New
15,544 $1.52 Million

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 $720B
  • 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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