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.
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All positions including JPMorgan Chase & Co. held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Foundations Investment Advisors
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