Foundations Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1M | Buy |
159,070
+13,329
| +9% | +$3.86M | 0.73% | 33 |
|
|
2025
Q1 | $35.8M | Buy |
145,741
+17,437
| +14% | +$4.28M | 0.66% | 37 |
|
|
2024
Q4 | $30.8M | Buy |
128,304
+14,966
| +13% | +$3.59M | 0.59% | 41 |
|
|
2024
Q3 | $23.9M | Buy |
113,338
+18,182
| +19% | +$3.83M | 0.5% | 51 |
|
|
2024
Q2 | $19.2M | Buy |
95,156
+5,946
| +7% | +$1.2M | 0.47% | 54 |
|
|
2024
Q1 | $17.9M | Buy |
89,210
+8,723
| +11% | +$1.75M | 0.47% | 51 |
|
|
2023
Q4 | $14M | Buy |
80,487
+8,068
| +11% | +$1.4M | 0.38% | 56 |
|
|
2023
Q3 | $10.5M | Buy |
72,419
+4,116
| +6% | +$597K | 0.32% | 63 |
|
|
2023
Q2 | $9.93M | Buy |
68,303
+6,803
| +11% | +$989K | 0.33% | 57 |
|
|
2023
Q1 | $8.01M | Buy |
61,500
+25,890
| +73% | +$3.37M | 0.29% | 60 |
|
|
2022
Q4 | $4.78M | Buy |
35,610
+18,218
| +105% | +$2.44M | 0.19% | 68 |
|
|
2022
Q3 | $1.82M | Buy |
17,392
+6,620
| +61% | +$692K | 0.08% | 108 |
|
|
2022
Q2 | $1.21M | Buy |
10,772
+3,737
| +53% | +$418K | 0.05% | 123 |
|
|
2022
Q1 | $887K | Buy |
7,035
+280
| +4% | +$35.3K | 0.03% | 137 |
|
|
2021
Q4 | $1.14M | Buy |
6,755
+457
| +7% | +$77K | 0.04% | 113 |
|
|
2021
Q3 | $1.06M | Buy |
6,298
+746
| +13% | +$126K | 0.05% | 109 |
|
|
2021
Q2 | $865K | Sell |
5,552
-328
| -6% | -$51.1K | 0.04% | 111 |
|
|
2021
Q1 | $911K | Buy |
5,880
+1,209
| +26% | +$187K | 0.05% | 91 |
|
|
2020
Q4 | $635K | Sell |
4,671
-886
| -16% | -$120K | 0.04% | 104 |
|
|
2020
Q3 | $544K | Buy |
5,557
+2,299
| +71% | +$225K | 0.12% | 100 |
|
|
2020
Q2 | $302K | Buy |
3,258
+75
| +2% | +$6.95K | 0.03% | 138 |
|
|
2020
Q1 | $269K | Sell |
3,183
-202
| -6% | -$17.1K | 0.03% | 95 |
|
|
2019
Q4 | $468K | Sell |
3,385
-696
| -17% | -$96.2K | 0.06% | 96 |
|
|
2019
Q3 | $458K | Buy |
4,081
+931
| +30% | +$104K | 0.06% | 92 |
|
|
2019
Q2 | $355K | Buy |
3,150
+205
| +7% | +$23.1K | 0.05% | 92 |
|
|
2019
Q1 | $298K | Buy |
+2,945
| New | +$298K | 0.05% | 77 |
|