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 $490,009. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,002
Previous 2,097 4.53%
Holding current value
$490,009
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 $718B
  • 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
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