A detailed history of Foundation Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 2,002 shares of JPM stock, worth $497,597. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,002
Previous 2,097 4.53%
Holding current value
$497,597
Previous $424 Million 0.47%
% of portfolio
0.32%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$194.9 - $224.8 $18,515 - $21,356
-95 Reduced 4.53%
2,002 $422 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $45,020 - $51,197
-250 Reduced 10.65%
2,097 $424 Million
Q4 2023

Jan 24, 2024

SELL
$135.69 - $170.3 $9,905 - $12,431
-73 Reduced 3.02%
2,347 $399 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $9,881 - $10,902
-69 Reduced 2.77%
2,420 $351 Million
Q2 2023

Jul 28, 2023

SELL
$127.47 - $145.44 $8,413 - $9,599
-66 Reduced 2.58%
2,489 $362 Million
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $8,244 - $9,490
66 Added 2.65%
2,555 $333 Million
Q4 2022

Feb 21, 2023

BUY
$101.96 - $137.84 $253,778 - $343,083
2,489 New
2,489 $334 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.