Foster Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
7,738
+366
| +5% | +$106K | 0.08% | 69 |
|
|
2025
Q1 | $1.81M | Buy |
7,372
+1,005
| +16% | +$247K | 0.07% | 67 |
|
|
2024
Q4 | $1.53M | Buy |
6,367
+74
| +1% | +$17.7K | 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% | +$81.9K | 0.05% | 79 |
|
|
2024
Q1 | $1.28M | Buy |
6,414
+181
| +3% | +$36.3K | 0.06% | 76 |
|
|
2023
Q4 | $904K | Hold |
6,233
| – | – | 0.06% | 77 |
|
|
2023
Q3 | $904K | Sell |
6,233
-190
| -3% | -$27.6K | 0.06% | 77 |
|
|
2023
Q2 | $934K | Buy |
6,423
+240
| +4% | +$34.9K | 0.06% | 75 |
|
|
2023
Q1 | $806K | Buy |
6,183
+1,139
| +23% | +$148K | 0.05% | 81 |
|
|
2022
Q4 | $676K | Buy |
5,044
+606
| +14% | +$81.3K | 0.05% | 82 |
|
|
2022
Q3 | $464K | Sell |
4,438
-1,915
| -30% | -$200K | 0.04% | 94 |
|
|
2022
Q2 | $715K | Buy |
6,353
+3,265
| +106% | +$367K | 0.05% | 78 |
|
|
2022
Q1 | $421K | Buy |
3,088
+95
| +3% | +$13K | 0.03% | 96 |
|
|
2021
Q4 | $474K | Buy |
2,993
+15
| +0.5% | +$2.38K | 0.04% | 93 |
|
|
2021
Q3 | $488K | Buy |
2,978
+1
| +0% | +$164 | 0.05% | 92 |
|
|
2021
Q2 | $463K | Buy |
2,977
+117
| +4% | +$18.2K | 0.05% | 92 |
|
|
2021
Q1 | $435K | Buy |
2,860
+243
| +9% | +$37K | 0.07% | 83 |
|
|
2020
Q4 | $328K | Buy |
+2,617
| New | +$328K | 0.06% | 82 |
|