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

Foundation Wealth Management (Pennsylvania)’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	$680K	Buy	2,077 +297	+17%	+$92.2K	0.21%	55
2026 Q1	$524K	Buy	1,780 +48	+3%	+$14.6K	0.18%	56
2025 Q4	$558K	Sell	1,732 -46	-3%	-$14.2K	0.2%	57
2025 Q3	$561K	Sell	1,778 -92	-5%	-$27.4K	0.22%	59
2025 Q2	$542K	Buy	1,870 +9	+0.5%	+$2.3K	0.23%	59
2025 Q1	$457K	Buy	1,861 +225	+14%	+$57.4K	0.22%	58
2024 Q4	$392K	Buy	+1,636	New	+$381K	0.19%	61

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $92.2K and bringing the position to 2,077 shares worth $680K. The position accounts for 0.21% of the portfolio, ranked #55.

Foundation Wealth Management (Pennsylvania) first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 2,077 shares of JPMorgan Chase worth $680K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) bought 297 JPMorgan Chase shares in Q2 2026, an estimated $92.2K.
JPMorgan Chase made up 0.21% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #55 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.