Foundation Wealth Management (Pennsylvania)’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	$542K	Buy	1,870 +9	+0.5%	+$2.61K	0.23%	59
2025 Q1	$457K	Buy	1,861 +225	+14%	+$55.2K	0.22%	58
2024 Q4	$392K	Buy	+1,636	New	+$392K	0.19%	61