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Foundation Wealth Management (Missouri)’s JPMorgan Chase JPM Stock Holding History

Foundation Wealth Management (Missouri)’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 		$597K Sell
1,823
-73
-4% -$22.7K 0.35% 29
2026
Q1 		$558K Sell
1,896
-84
-4% -$25.5K 0.38% 29
2025
Q4 		$639K Sell
1,980
-48
-2% -$14.9K 0.42% 28
2025
Q3 		$639K Buy
2,028
+26
+1% +$7.73K 0.41% 27
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% -$48.9K 0.33% 27
2024
Q1 		$470K Hold
2,347
– – 0.38% 25
2023
Q4 		$399K Sell
2,347
-73
-3% -$11.1K 0.36% 25
2023
Q3 		$351K Sell
2,420
-69
-3% -$10.3K 0.35% 30
2023
Q2 		$362K Sell
2,489
-66
-3% -$9.08K 0.35% 30
2023
Q1 		$333K Buy
2,555
+66
+3% +$9.04K 0.34% 32
2022
Q4 		$334K Buy
+2,489
New +$315K 0.34% 33

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s JPM Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $22.7K and leaving 1,823 shares worth $597K. The position accounts for 0.35% of the portfolio, ranked #29.

Foundation Wealth Management (Missouri) first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $639K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 1,823 shares of JPMorgan Chase worth $597K as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 73 JPMorgan Chase shares in Q2 2026, an estimated $22.7K.
  • JPMorgan Chase made up 0.35% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #29 holding.
  • Foundation Wealth Management (Missouri) first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s JPMorgan Chase position peaked at $639K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.