Foundation Wealth Management (Missouri)’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 | $580K | Hold |
2,002
| – | – | 0.4% | 28 |
|
|
2025
Q1 | $491K | Hold |
2,002
| – | – | 0.38% | 26 |
|
|
2024
Q4 | $480K | Hold |
2,002
| – | – | 0.37% | 26 |
|
|
2024
Q3 | $422K | Sell |
2,002
-95
| -5% | -$20K | 0.32% | 26 |
|
|
2024
Q2 | $424K | Sell |
2,097
-250
| -11% | -$50.6K | 0.33% | 27 |
|
|
2024
Q1 | $470K | Hold |
2,347
| – | – | 0.38% | 25 |
|
|
2023
Q4 | $399K | Sell |
2,347
-73
| -3% | -$12.4K | 0.36% | 25 |
|
|
2023
Q3 | $351K | Sell |
2,420
-69
| -3% | -$10K | 0.35% | 30 |
|
|
2023
Q2 | $362K | Sell |
2,489
-66
| -3% | -$9.6K | 0.35% | 30 |
|
|
2023
Q1 | $333K | Buy |
2,555
+66
| +3% | +$8.6K | 0.34% | 32 |
|
|
2022
Q4 | $334K | Buy |
+2,489
| New | +$334K | 0.34% | 33 |
|