Foundations Investment Advisors »

JPMorgan Chase & Co. shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Foundations Investment Advisors 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $24M 113k 210.86
2024-06-30 $19M 95k 202.26
2024-03-31 $18M 89k 200.30
2023-12-31 $14M 81k 173.73
2023-09-30 $11M 72k 145.02
2023-06-30 $9.9M 68k 145.44
2023-03-31 $8.0M 62k 130.31
2022-12-31 $4.8M 36k 134.10
2022-09-30 $1.8M 17k 104.47
2022-06-30 $1.2M 11k 111.86
2022-03-31 $887k 7.0k 126.08
2021-12-31 $1.1M 6.8k 168.47
2021-09-30 $1.1M 6.3k 168.63
2021-06-30 $865k 5.6k 155.80
2021-03-31 $911k 5.9k 154.93
2020-12-31 $635k 4.7k 135.95
2020-09-30 $544k 5.6k 97.89
2020-06-30 $302k 3.3k 92.69
2020-03-31 $269k 3.2k 84.51
2019-12-31 $468k 3.4k 138.26
2019-09-30 $458k 4.1k 112.23
2019-06-30 $355k 3.2k 112.70
2019-03-31 $298k 2.9k 101.19