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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Foster Group's JPM Position: Q2 2026 in Review

Foster Group increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $50.3K and bringing the position to 8,862 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #75.

Foster Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Foster Group held 8,862 shares of JPMorgan Chase worth $2.9M as of Q2 2026.
  • Foster Group bought 162 JPMorgan Chase shares in Q2 2026, an estimated $50.3K.
  • JPMorgan Chase made up 0.08% of Foster Group's portfolio in Q2 2026, its #75 holding.
  • Foster Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.