Foster Group
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Foster Group’s JPMorgan Chase JPM Stock Holding History

Foster Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.92M Sell
8,838
-24
-0.3% -$8.39K 0.08% 74
2026
Q2 		$2.9M Buy
8,862
+162
+2% +$50.3K 0.08% 75
2026
Q1 		$2.56M Buy
8,700
+536
+7% +$163K 0.08% 72
2025
Q4 		$2.63M Buy
8,164
+161
+2% +$49.8K 0.08% 71
2025
Q3 		$2.52M Buy
8,003
+265
+3% +$78.8K 0.08% 70
2025
Q2 		$2.24M Buy
7,738
+366
+5% +$93.4K 0.08% 69
2025
Q1 		$1.81M Buy
7,372
+1,005
+16% +$256K 0.07% 67
2024
Q4 		$1.53M Buy
6,367
+74
+1% +$17.2K 0.06% 71
2024
Q3 		$1.33M Sell
6,293
-526
-8% -$111K 0.05% 77
2024
Q2 		$1.38M Buy
6,819
+405
+6% +$79.2K 0.05% 79
2024
Q1 		$1.28M Buy
6,414
+181
+3% +$32.7K 0.06% 76
2023
Q4 		$904K Hold
6,233
– – 0.06% 77
2023
Q3 		$904K Sell
6,233
-190
-3% -$28.5K 0.06% 77
2023
Q2 		$934K Buy
6,423
+240
+4% +$33K 0.06% 75
2023
Q1 		$806K Buy
6,183
+1,139
+23% +$156K 0.05% 81
2022
Q4 		$676K Buy
5,044
+606
+14% +$76.8K 0.05% 82
2022
Q3 		$464K Sell
4,438
-1,915
-30% -$220K 0.04% 94
2022
Q2 		$715K Buy
6,353
+3,265
+106% +$405K 0.05% 78
2022
Q1 		$421K Buy
3,088
+95
+3% +$14K 0.03% 96
2021
Q4 		$474K Buy
2,993
+15
+0.5% +$2.46K 0.04% 93
2021
Q3 		$488K Buy
2,978
+1
+0% +$157 0.05% 92
2021
Q2 		$463K Buy
2,977
+117
+4% +$18.4K 0.05% 92
2021
Q1 		$435K Buy
2,860
+243
+9% +$35K 0.07% 83
2020
Q4 		$328K Buy
+2,617
New +$293K 0.06% 82

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Foster Group's JPM Position: Q3 2026 in Review

Foster Group reduced its JPMorgan Chase (JPM) stake by 0.27% in Q3 2026, selling an estimated $8.39K and leaving 8,838 shares worth $2.92M. The position accounts for 0.08% of the portfolio, ranked #74.

Foster Group first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. 1,052 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Foster Group held 8,838 shares of JPMorgan Chase worth $2.92M as of Q3 2026.
  • Foster Group sold 24 JPMorgan Chase shares in Q3 2026, an estimated $8.39K.
  • JPMorgan Chase made up 0.08% of Foster Group's portfolio in Q3 2026, its #74 holding.
  • Foster Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • 1,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.