SEC 13F Intelligence

Fortune Financial Advisors, LLC / JPM

Fortune Financial Advisors, LLC’s Jpmorgan Chase & Co Position

Does Fortune Financial Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 10.8K shares worth $3M (+1.62% of its 13F portfolio) as of Q1 2026, down from 11.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.8K
% of Portfolio
+1.62%
Quarters Held
12
currently held

Position History JPM

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.8K$3M+1.62%
Q4 202511.1K$4M+2.41%
Q3 202511.1K$3M+2.63%
Q2 202511.1K$3M+2.59%
Q1 202511.2K$3M+2.36%
Q4 202410.9K$3M+2.37%
Q3 202410.8K$2M+2.05%
Q2 202416.0K$3M+1.98%
Q1 202416.3K$3M+2.07%
Q4 202317.8K$3M+2.11%
Q3 202318.7K$3M+2.08%
Q2 202318.7K$3M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortune Financial Advisors, LLC’s full portfolio or all institutional holders of JPM.