JPMorgan Chase & Co. shares owned by Fortis Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 849 | 315.43 |
| 2025-06-30 | $246k | 849 | 289.91 |
| 2025-03-31 | $304k | 1.2k | 245.30 |
| 2024-12-31 | $259k | 1.1k | 239.71 |
| 2024-06-30 | $109k | 540 | 202.26 |
| 2024-03-31 | $140k | 701 | 200.30 |
| 2023-09-30 | $73k | 500 | 145.02 |
| 2023-06-30 | $73k | 500 | 145.44 |
| 2023-03-31 | $261k | 2.0k | 130.31 |
| 2022-12-31 | $268k | 2.0k | 134.10 |
| 2022-09-30 | $209k | 2.0k | 104.50 |
| 2022-06-30 | $225k | 2.0k | 112.50 |
| 2022-03-31 | $388k | 2.8k | 136.28 |
| 2021-12-31 | $451k | 2.8k | 158.41 |
| 2021-09-30 | $667k | 207k | 3.22 |
| 2021-06-30 | $439k | 2.8k | 155.56 |
| 2021-03-31 | $430k | 2.8k | 152.37 |
| 2020-12-31 | $359k | 2.8k | 127.21 |
| 2020-09-30 | $263k | 2.7k | 96.27 |
| 2020-06-30 | $439k | 4.7k | 93.98 |
| 2020-03-31 | $438k | 4.9k | 90.05 |
| 2019-12-31 | $702k | 5.0k | 139.31 |
| 2019-09-30 | $594k | 5.0k | 117.88 |
| 2019-06-30 | $787k | 7.0k | 111.81 |
| 2019-03-31 | $713k | 7.0k | 101.29 |
| 2018-12-31 | $694k | 7.1k | 97.55 |
| 2018-09-30 | $803k | 7.1k | 112.88 |
| 2018-06-30 | $746k | 7.2k | 104.13 |
| 2018-03-31 | $750k | 6.8k | 109.97 |
| 2017-12-31 | $740k | 6.9k | 106.94 |
| 2017-09-30 | $677k | 7.1k | 95.41 |
| 2017-06-30 | $1.5M | 15k | 97.52 |
| 2017-03-31 | $1.4M | 16k | 87.62 |
| 2016-12-31 | $630k | 7.3k | 86.33 |