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 3,655 shares of JPM stock, worth $759,509. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,655
Previous 3,951 7.49%
Holding current value
$759,509
Previous $539 Million 35.81%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $610B
  • 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
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.