Foundation Wealth Management »

JPMorgan Chase & Co. shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Foundation Wealth Management from 13F filings

Historical chart of Foundation Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $422k 2.0k 210.88
2024-06-30 $424k 2.1k 202.28
2024-03-31 $470k 2.3k 200.31
2023-12-31 $399k 2.3k 170.11
2023-09-30 $351k 2.4k 144.98
2023-06-30 $362k 2.5k 145.42
2023-03-31 $333k 2.6k 130.29
2022-12-31 $334k 2.5k 134.08