Fortis Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1697478 WAYNE, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$277,903

+$28,162 QoQ

Shares Held

849

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#4,716

of 5,056 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fortis Advisors, LLC holds $914,721 across 2 Banks - Diversified names. JPM ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	C	Citigroup Inc	4,550	$636,818
2	JPM	Jpmorgan Chase & Co This page	849	$277,903

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,903	849	0.0%	Shares	Sole	2026-08-13
2026-03-31	$249,741	849	0.0%	Shares	Sole	2026-05-14
2025-12-31	$273,564	849	0.0%	Shares	Sole	2026-02-10
2025-09-30	$267,800	849	0.0%	Shares	Sole	2025-11-10
2025-06-30	$246,133	849	-31.4%	Shares	Sole	2025-07-23
2025-03-31	$303,681	1,238	+14.5%	Shares	Sole	2025-04-17
2024-12-31	$259,126	1,081	-46.0%	Shares	Sole	2025-01-14
2023-03-31	$260,620	2,000	0.0%	Shares	Sole	2023-05-09
2022-12-31	$268,200	2,000	0.0%	Shares	Sole	2023-02-14
2022-09-30	$209,000	2,000	0.0%	Shares	Sole	2022-11-10
2022-06-30	$225,220	2,000	-29.8%	Shares	Sole	2022-08-15
2022-03-31	$388,103	2,847	0.0%	Shares	Sole	2022-05-16
2021-12-31	$450,822	2,847	+0.9%	Shares	Sole	2022-02-14
2021-09-30	$461,933	2,822	0.0%	Shares	Sole	2021-11-23
2021-06-30	$438,933	2,822	0.0%	Shares	Sole	2021-08-16
2021-03-31	$429,593	2,822	0.0%	Shares	Sole	2021-05-13
2020-12-31	$358,591	2,822	+3.3%	Shares	Sole	2021-02-11
2020-09-30	$263,009	2,732	-41.5%	Shares	Sole	2020-11-13
2020-06-30	$439,354	4,671	-4.0%	Shares	Sole	2020-08-13
2020-03-31	$437,905	4,864	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.