Foster & Motley’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.8M | Sell |
50,264
-1,679
| -3% | -$510K | 0.76% | 25 |
|
|
2025
Q4 | $16.7M | Sell |
51,943
-1,853
| -3% | -$574K | 0.89% | 20 |
|
|
2025
Q3 | $17M | Sell |
53,796
-2,166
| -4% | -$644K | 0.91% | 19 |
|
|
2025
Q2 | $16.2M | Sell |
55,962
-1,776
| -3% | -$453K | 0.94% | 20 |
|
|
2025
Q1 | $14.2M | Sell |
57,738
-3,788
| -6% | -$966K | 0.89% | 19 |
|
|
2024
Q4 | $14.7M | Buy |
61,526
+266
| +0.4% | +$62K | 0.96% | 17 |
|
|
2024
Q3 | $12.9M | Sell |
61,260
-1,529
| -2% | -$322K | 0.82% | 22 |
|
|
2024
Q2 | $12.7M | Sell |
62,789
-631
| -1% | -$123K | 0.87% | 20 |
|
|
2024
Q1 | $12.7M | Sell |
63,420
-12
| -0% | -$2.17K | 0.87% | 20 |
|
|
2023
Q4 | $10.8M | Sell |
63,432
-4,775
| -7% | -$724K | 0.8% | 24 |
|
|
2023
Q3 | $9.89M | Buy |
68,207
+5,608
| +9% | +$841K | 0.81% | 24 |
|
|
2023
Q2 | $9.1M | Buy |
62,599
+11,399
| +22% | +$1.57M | 0.71% | 26 |
|
|
2023
Q1 | $6.67M | Sell |
51,200
-231
| -0.4% | -$31.6K | 0.54% | 39 |
|
|
2022
Q4 | $6.9M | Sell |
51,431
-920
| -2% | -$117K | 0.59% | 38 |
|
|
2022
Q3 | $5.47M | Sell |
52,351
-7,280
| -12% | -$835K | 0.52% | 43 |
|
|
2022
Q2 | $6.71M | Sell |
59,631
-4,054
| -6% | -$502K | 0.59% | 38 |
|
|
2022
Q1 | $8.68M | Sell |
63,685
-1,013
| -2% | -$150K | 0.68% | 31 |
|
|
2021
Q4 | $10.2M | Sell |
64,698
-1,678
| -3% | -$276K | 0.8% | 30 |
|
|
2021
Q3 | $10.9M | Sell |
66,376
-6,457
| -9% | -$1.01M | 0.9% | 21 |
|
|
2021
Q2 | $11.3M | Sell |
72,833
-2,529
| -3% | -$397K | 0.95% | 20 |
|
|
2021
Q1 | $11.5M | Sell |
75,362
-6,370
| -8% | -$916K | 0.96% | 21 |
|
|
2020
Q4 | $10.4M | Sell |
81,732
-6,576
| -7% | -$735K | 1% | 21 |
|
|
2020
Q3 | $8.5M | Sell |
88,308
-2,235
| -2% | -$219K | 1% | 21 |
|
|
2020
Q2 | $8.52M | Sell |
90,543
-7,796
| -8% | -$740K | 1.07% | 19 |
|
|
2020
Q1 | $8.85M | Buy |
98,339
+8,239
| +9% | +$1M | 1.32% | 16 |
|
|
2019
Q4 | $12.6M | Sell |
90,100
-1,994
| -2% | -$256K | 1.57% | 12 |
|
|
2019
Q3 | $10.8M | Sell |
92,094
-623
| -0.7% | -$70.5K | 1.48% | 12 |
|
|
2019
Q2 | $10.4M | Sell |
92,717
-1,922
| -2% | -$212K | 1.45% | 15 |
|
|
2019
Q1 | $9.58M | Sell |
94,639
-3,258
| -3% | -$336K | 1.38% | 15 |
|
|
2018
Q4 | $9.56M | Buy |
97,897
+6,127
| +7% | +$653K | 1.53% | 13 |
|
|
2018
Q3 | $10.4M | Sell |
91,770
-689
| -0.7% | -$78.2K | 1.55% | 15 |
|
|
2018
Q2 | $9.63M | Sell |
92,459
-93
| -0.1% | -$10.2K | 1.54% | 16 |
|
|
2018
Q1 | $10.2M | Sell |
92,552
-2,871
| -3% | -$325K | 1.66% | 13 |
|
|
2017
Q4 | $10.2M | Buy |
95,423
+461
| +0.5% | +$46.7K | 1.63% | 13 |
|
|
2017
Q3 | $9.07M | Sell |
94,962
-752
| -0.8% | -$69.3K | 1.56% | 16 |
|
|
2017
Q2 | $8.75M | Buy |
95,714
+2,480
| +3% | +$214K | 1.55% | 17 |
|
|
2017
Q1 | $8.19M | Buy |
93,234
+735
| +0.8% | +$64.8K | 1.49% | 19 |
|
|
2016
Q4 | $7.98M | Sell |
92,499
-13,512
| -13% | -$1.03M | 1.53% | 17 |
|
|
2016
Q3 | $7.06M | Sell |
106,011
-3,328
| -3% | -$217K | 1.36% | 23 |
|
|
2016
Q2 | $6.79M | Buy |
109,339
+1,553
| +1% | +$97K | 1.34% | 26 |
|
|
2016
Q1 | $6.38M | Buy |
107,786
+1,387
| +1% | +$81K | 1.29% | 29 |
|
|
2015
Q4 | $7.03M | Buy |
106,399
+933
| +0.9% | +$60.8K | 1.49% | 19 |
|
|
2015
Q3 | $6.43M | Buy |
105,466
+2,358
| +2% | +$154K | 1.46% | 19 |
|
|
2015
Q2 | $6.99M | Buy |
103,108
+5,686
| +6% | +$371K | 1.53% | 18 |
|
|
2015
Q1 | $5.9M | Buy |
97,422
+15,854
| +19% | +$939K | 1.3% | 24 |
|
|
2014
Q4 | $5.11M | Buy |
81,568
+3,037
| +4% | +$183K | 1.16% | 30 |
|
|
2014
Q3 | $4.73M | Buy |
78,531
+153
| +0.2% | +$8.94K | 1.1% | 35 |
|
|
2014
Q2 | $4.52M | Sell |
78,378
-4,847
| -6% | -$273K | 1.04% | 35 |
|
|
2014
Q1 | $5.05M | Buy |
83,225
+11,420
| +16% | +$660K | 1.24% | 30 |
|
|
2013
Q4 | $4.2M | Buy |
71,805
+5,119
| +8% | +$280K | 1.06% | 38 |
|
|
2013
Q3 | $3.45M | Buy |
66,686
+45,022
| +208% | +$2.41M | 0.92% | 44 |
|
|
2013
Q2 | $1.14M | Buy |
+21,664
| New | +$1.1M | 0.32% | 79 |
|
Other funds holding JPM
VCM
VPM
Foster & Motley's JPM Position: Q1 2026 in Review
Foster & Motley reduced its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, selling an estimated $510K and leaving 50,264 shares worth $14.8M. The position accounts for 0.76% of the portfolio, ranked #25.
Foster & Motley first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $17M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Foster & Motley held 50,264 shares of JPMorgan Chase worth $14.8M as of Q1 2026.
- Foster & Motley sold 1,679 JPMorgan Chase shares in Q1 2026, an estimated $510K.
- JPMorgan Chase made up 0.76% of Foster & Motley's portfolio in Q1 2026, its #25 holding.
- Foster & Motley first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Foster & Motley's JPMorgan Chase position peaked at $17M in Q3 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.