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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Fortis Group Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
5,183
Value
$1.70M
% of portfolio
0.3%
Quarters held
14
Since Q1 2023
Holdings of JPM by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,183$1.70M0.3%−207−3.8%ReducedHolders
Q1 20265,390$1.67M0.3%−2,192−28.9%ReducedHolders
Q4 20257,582$2.33M0.4%−300−3.8%ReducedHolders
Q3 20257,882$2.46M0.4%+1,504+23.6%AddedHolders
Q2 20256,378$1.89M0.3%−1,189−15.7%ReducedHolders
Q1 20257,567$1.86M0.4%+6,352+522.8%AddedHolders
Q4 20241,215$291.4K0.1%+911+299.7%AddedHolders
Q3 2024304$64.2K<0.1%00.0%UnchangedHolders
Q2 2024304$61.6K<0.1%−3,351−91.7%ReducedHolders
Q1 20243,655$732.2K0.1%−296−7.5%ReducedHolders
Q4 20233,951$539.1K0.1%+304+8.3%AddedHolders
Q3 20233,647$479.7K0.1%+301+9.0%AddedHolders
Q2 20233,346$486.6K0.1%+3+0.1%AddedHolders
Q1 20233,343$462.1K0.1%–No prior filingHolders