SEC 13F Intelligence

Foster & Motley Inc / JPM

Foster & Motley Inc’s Jpmorgan Chase & Co Position

Does Foster & Motley Inc own Jpmorgan Chase & Co (JPM)? Yes50.3K shares worth $15M (+0.76% of its 13F portfolio) as of Q1 2026, down from 51.9K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
50.3K
% of Portfolio
+0.76%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $11MQ4 ’19: $13MQ4 ’19Q1 ’20: $9MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $11MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $5MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $9MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $13MQ3 ’24: $13MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ3 ’25: $17MQ4 ’25: $17MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.3K$15M+0.76%
Q4 202551.9K$17M+0.89%
Q3 202553.8K$17M+0.91%
Q2 202556.0K$16M+0.94%
Q1 202557.7K$14M+0.89%
Q4 202461.5K$15M+0.96%
Q3 202461.3K$13M+0.82%
Q2 202462.8K$13M+0.87%
Q1 202463.4K$13M+0.87%
Q4 202363.4K$11M+0.80%
Q3 202368.2K$10M+0.81%
Q2 202362.6K$9M+0.71%
Q1 202351.2K$7M+0.54%
Q4 202251.4K$7M+0.59%
Q3 202252.4K$5M+0.52%
Q2 202259.6K$7M+0.59%
Q1 202263.7K$9M+0.68%
Q4 202164.7K$10M+0.80%
Q3 202166.4K$11M+0.90%
Q2 202172.8K$11M+0.95%
Q1 202175.4K$11M+0.96%
Q4 202081.7K$10M+1.00%
Q3 202088.3K$9M+1.00%
Q2 202090.5K$9M+1.07%
Q1 202098.3K$9M+1.32%
Q4 201990.1K$13M+1.57%
Q3 201992.1K$11M+1.48%
Q2 201992.7K$10M+1.45%
Q1 201994.6K$10M+1.38%
Q4 201897.9K$10M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foster & Motley Inc’s full portfolio or all institutional holders of JPM.