A detailed history of Fortis Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 9,970 shares of JPM stock, worth $2.42 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
9,970
Previous 7,501 32.92%
Holding current value
$2.42 Million
Previous $1.52 Billion 38.57%
% of portfolio
0.7%
Previous 0.55%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $481,208 - $555,031
2,469 Added 32.92%
9,970 $2.1 Billion
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $90,040 - $102,395
500 Added 7.14%
7,501 $1.52 Billion
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $508,120 - $609,112
3,041 Added 76.79%
7,001 $1.4 Billion
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $13,161 - $16,519
-97 Reduced 2.39%
3,960 $674 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $16,612 - $18,328
-116 Reduced 2.78%
4,057 $588 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $41,172 - $46,977
-323 Reduced 7.18%
4,173 $607 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $39,096 - $45,009
-313 Reduced 6.51%
4,496 $586 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $490,325 - $662,872
4,809 New
4,809 $645 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 $713B
  • 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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