Foundations Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Foundations Investment Advisors, LLC

$3.58 Billion
Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 89,210 shares of JPM stock, worth $17.7 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

89,210

Previous 80,487 10.84%

Holding current value

$17.7 Million

Previous $13.7 Million 30.52%

% of portfolio

0.5%

Previous 0.4%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $1.46 Million - $1.75 Million	8,723 Added 10.84%	89,210 $17.9 Million
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $1.09 Million - $1.37 Million	8,068 Added 11.14%	80,487 $13.7 Million
Q3 2023 Oct 05, 2023	BUY	$143.21 - $158.0 $589,452 - $650,328	4,116 Added 6.03%	72,419 $10.5 Million
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $867,178 - $989,428	6,803 Added 11.06%	68,303 $9.93 Million
Q1 2023 Apr 25, 2023	BUY	$124.91 - $143.8 $3.23 Million - $3.72 Million	25,890 Added 72.7%	61,500 $8.01 Million

Q4 2022 Jan 11, 2023	BUY	$101.96 - $137.84 $1.86 Million - $2.51 Million	18,218 Added 104.75%	35,610 $0
Q3 2022 Oct 19, 2022	BUY	$20.73 - $120.58 $137,232 - $798,239	6,620 Added 61.46%	17,392 $1.82 Million
Q2 2022 Jul 08, 2022	BUY	$112.61 - $135.91 $420,823 - $507,895	3,737 Added 53.12%	10,772 $1.21 Million
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $35,924 - $47,163	280 Added 4.15%	7,035 $887,000
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $70,350 - $78,503	457 Added 7.26%	6,755 $1.14 Million
Q3 2021 Oct 13, 2021	BUY	$146.97 - $166.98 $109,639 - $124,567	746 Added 13.44%	6,298 $1.06 Million
Q2 2021 Jul 14, 2021	SELL	$147.37 - $166.44 $48,337 - $54,592	-328 Reduced 5.58%	5,552 $865,000
Q1 2021 Apr 09, 2021	BUY	$125.65 - $157.65 $151,910 - $190,598	1,209 Added 25.88%	5,880 $911,000
Q4 2020 Jan 13, 2021	SELL	$96.54 - $127.07 $85,534 - $112,584	-886 Reduced 15.94%	4,671 $635,000
Q3 2020 Oct 07, 2020	BUY	$91.28 - $103.82 $209,852 - $238,682	2,299 Added 70.56%	5,557 $544,000
Q2 2020 Jul 08, 2020	BUY	$84.03 - $113.45 $6,302 - $8,508	75 Added 2.36%	3,258 $302,000
Q1 2020 Apr 06, 2020	SELL	$79.03 - $141.09 $15,964 - $28,500	-202 Reduced 5.97%	3,183 $269,000
Q4 2019 Jan 09, 2020	SELL	$111.82 - $139.4 $77,826 - $97,022	-696 Reduced 17.05%	3,385 $468,000
Q3 2019 Oct 07, 2019	BUY	$104.8 - $120.23 $97,568 - $111,934	931 Added 29.56%	4,081 $458,000
Q2 2019 Jul 08, 2019	BUY	$104.64 - $116.12 $21,451 - $23,804	205 Added 6.96%	3,150 $355,000
Q1 2019 Apr 08, 2019	BUY	$97.11 - $107.19 $285,988 - $315,674	2,945 New	2,945 $298,000

Others Institutions Holding JPM

# of Institutions

4,417

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $581B
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 ...

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Foundations Investment Advisors, LLC Jpmorgan Chase & CO Transaction History