JPMorgan Chase & Co. shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 11k | 315.45 |
| 2025-06-30 | $3.3M | 11k | 289.93 |
| 2025-03-31 | $1.7M | 6.8k | 245.30 |
| 2024-12-31 | $1.7M | 7.6k | 224.80 |
| 2024-09-30 | $2.1M | 10k | 210.86 |
| 2024-06-30 | $1.5M | 7.5k | 202.26 |
| 2024-03-31 | $1.4M | 7.0k | 200.30 |
| 2023-12-31 | $674k | 4.0k | 170.10 |
| 2023-09-30 | $588k | 4.1k | 145.02 |
| 2023-06-30 | $607k | 4.2k | 145.44 |
| 2023-03-31 | $586k | 4.5k | 130.31 |
| 2022-12-31 | $645k | 4.8k | 134.10 |