Foundations Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.7M | Buy |
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|
2025
Q2 | $46.1M | Buy |
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|
2025
Q1 | $35.8M | Buy |
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|
2024
Q4 | $30.8M | Buy |
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|
2024
Q3 | $23.9M | Buy |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $17.9M | Buy |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $9.93M | Buy |
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|
2023
Q1 | $8.01M | Buy |
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|
2022
Q4 | $4.78M | Buy |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $865K | Sell |
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|
2021
Q1 | $911K | Buy |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $544K | Buy |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $468K | Sell |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $355K | Buy |
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|
2019
Q1 | $298K | Buy |
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