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 csvQuarterly reported holdings in JPMorgan Chase & Co. by Foundation Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $639k | 2.0k | 315.30 |
| 2025-06-30 | $581k | 2.0k | 289.94 |
| 2025-03-31 | $491k | 2.0k | 245.32 |
| 2024-12-31 | $480k | 2.0k | 239.73 |
| 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 |
More positions owned by Foundation Wealth Management
View all positions for Foundation Wealth Management