Foundry Partners’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
Q1 | $45.7M | Sell |
186,466
-45,651
| -20% | -$11.6M | 2.42% | 1 |
|
|
2024
Q4 | $55.6M | Sell |
232,117
-14,148
| -6% | -$3.3M | 2.8% | 1 |
|
|
2024
Q3 | $51.9M | Sell |
246,265
-1,501
| -0.6% | -$316K | 2.57% | 1 |
|
|
2024
Q2 | $50.1M | Buy |
247,766
+245
| +0.1% | +$47.9K | 2.69% | 1 |
|
|
2024
Q1 | $49.6M | Sell |
247,521
-19,596
| -7% | -$3.54M | 2.65% | 1 |
|
|
2023
Q4 | $45.4M | Sell |
267,117
-32,555
| -11% | -$4.93M | 2.74% | 1 |
|
|
2023
Q3 | $43.5M | Sell |
299,672
-2,562
| -0.8% | -$384K | 2.71% | 1 |
|
|
2023
Q2 | $44M | Sell |
302,234
-1,409
| -0.5% | -$194K | 2.69% | 1 |
|
|
2023
Q1 | $39.6M | Sell |
303,643
-46,118
| -13% | -$6.32M | 2.49% | 1 |
|
|
2022
Q4 | $46.9M | Sell |
349,761
-5,185
| -1% | -$657K | 2.59% | 1 |
|
|
2022
Q3 | $37.1M | Buy |
354,946
+49,025
| +16% | +$5.63M | 2.34% | 1 |
|
|
2022
Q2 | $34.5M | Sell |
305,921
-25,983
| -8% | -$3.22M | 2.07% | 4 |
|
|
2022
Q1 | $45.2M | Sell |
331,904
-6,795
| -2% | -$1M | 2.31% | 2 |
|
|
2021
Q4 | $53.6M | Buy |
338,699
+300
| +0.1% | +$49.3K | 1.9% | 2 |
|
|
2021
Q3 | $55.4M | Sell |
338,399
-1,205
| -0.4% | -$189K | 1.99% | 1 |
|
|
2021
Q2 | $52.8M | Sell |
339,604
-6,155
| -2% | -$967K | 1.81% | 1 |
|
|
2021
Q1 | $52.6M | Buy |
345,759
+27,935
| +9% | +$4.02M | 1.73% | 1 |
|
|
2020
Q4 | $40.4M | Sell |
317,824
-17,309
| -5% | -$1.93M | 1.58% | 1 |
|
|
2020
Q3 | $32.3M | Sell |
335,133
-23,015
| -6% | -$2.26M | 1.56% | 2 |
|
|
2020
Q2 | $33.7M | Buy |
358,148
+2,077
| +0.6% | +$197K | 1.64% | 1 |
|
|
2020
Q1 | $32.1M | Buy |
356,071
+1,200
| +0.3% | +$146K | 1.81% | 2 |
|
|
2019
Q4 | $49.5M | Sell |
354,871
-24,728
| -7% | -$3.17M | 1.86% | 1 |
|
|
2019
Q3 | $44.7M | Sell |
379,599
-25,650
| -6% | -$2.9M | 1.84% | 1 |
|
|
2019
Q2 | $45.3M | Buy |
405,249
+2,713
| +0.7% | +$299K | 1.78% | 1 |
|
|
2019
Q1 | $40.7M | Buy |
402,536
+1,900
| +0.5% | +$196K | 1.63% | 1 |
|
|
2018
Q4 | $39.1M | Buy |
400,636
+12,458
| +3% | +$1.33M | 1.76% | 1 |
|
|
2018
Q3 | $43.8M | Buy |
388,178
+59,517
| +18% | +$6.76M | 1.66% | 2 |
|
|
2018
Q2 | $34.2M | Buy |
328,661
+8,480
| +3% | +$930K | 1.4% | 2 |
|
|
2018
Q1 | $35.2M | Sell |
320,181
-36,289
| -10% | -$4.11M | 1.5% | 1 |
|
|
2017
Q4 | $38.1M | Sell |
356,470
-17,605
| -5% | -$1.78M | 1.59% | 1 |
|
|
2017
Q3 | $35.7M | Sell |
374,075
-35,550
| -9% | -$3.28M | 1.43% | 2 |
|
|
2017
Q2 | $37.4M | Buy |
409,625
+12,735
| +3% | +$1.1M | 1.54% | 1 |
|
|
2017
Q1 | $34.9M | Sell |
396,890
-11,800
| -3% | -$1.04M | 1.46% | 2 |
|
|
2016
Q4 | $35.3M | Sell |
408,690
-60,625
| -13% | -$4.62M | 1.52% | 1 |
|
|
2016
Q3 | $31.3M | Buy |
469,315
+38,825
| +9% | +$2.53M | 1.65% | 2 |
|
|
2016
Q2 | $26.8M | Buy |
430,490
+14,525
| +3% | +$907K | 1.52% | 2 |
|
|
2016
Q1 | $24.6M | Buy |
415,965
+26,485
| +7% | +$1.55M | 2.43% | 2 |
|
|
2015
Q4 | $25.7M | Sell |
389,480
-3,275
| -0.8% | -$213K | 2.14% | 2 |
|
|
2015
Q3 | $23.9M | Buy |
392,755
+1,525
| +0.4% | +$99.9K | 2.09% | 2 |
|
|
2015
Q2 | $26.5M | Buy |
391,230
+26,800
| +7% | +$1.75M | 2.12% | 3 |
|
|
2015
Q1 | $22.1M | Sell |
364,430
-21,815
| -6% | -$1.29M | 1.84% | 3 |
|
|
2014
Q4 | $24.2M | Buy |
+386,245
| New | +$23.2M | 1.99% | 4 |
|
|
2014
Q3 | – | Sell |
-166,890
| Closed | -$9.62M | – | 264 |
|
|
2014
Q2 | $9.62M | Sell |
166,890
-97,869
| -37% | -$5.5M | 0.89% | 29 |
|
|
2014
Q1 | $16.1M | Sell |
264,759
-11,493
| -4% | -$664K | 1.5% | 4 |
|
|
2013
Q4 | $16.2M | Buy |
+276,252
| New | +$15.1M | 1.45% | 6 |
|
Other funds holding JPM
Foundry Partners's JPM Position: Q1 2025 in Review
Foundry Partners reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2025, selling an estimated $11.6M and leaving 186,466 shares worth $45.7M. The position accounts for 2.42% of the portfolio, ranked #1.
Foundry Partners first reported a position in JPM in Q4 2013 and has held it in 45 quarters since. The position peaked at $55.6M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Foundry Partners held 186,466 shares of JPMorgan Chase worth $45.7M as of Q1 2025.
- Foundry Partners sold 45,651 JPMorgan Chase shares in Q1 2025, an estimated $11.6M.
- JPMorgan Chase made up 2.42% of Foundry Partners's portfolio in Q1 2025, its #1 holding.
- Foundry Partners first reported a position in JPMorgan Chase in Q4 2013 and has held it in 45 quarters since.
- Foundry Partners's JPMorgan Chase position peaked at $55.6M in Q4 2024.
- 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.