Foundations Investment Advisors, LLC / JPM
Foundations Investment Advisors, LLC’s Jpmorgan Chase & Co Position
Does Foundations Investment Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 210.7K shares worth $62M (+0.77% of its 13F portfolio) as of Q1 2026, up from 192.6K shares the prior filed quarter.
Position Value
$62M
Q1 2026
Shares
210.7K
% of Portfolio
+0.77%
Quarters Held
29
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 210.7K | $62M | +0.77% |
| Q4 2025 | 192.6K | $62M | +0.81% |
| Q3 2025 | 173.6K | $55M | +0.80% |
| Q2 2025 | 159.1K | $46M | +0.73% |
| Q1 2025 | 145.7K | $36M | +0.66% |
| Q4 2024 | 128.3K | $31M | +0.59% |
| Q3 2024 | 113.3K | $24M | +0.50% |
| Q2 2024 | 95.2K | $19M | +0.47% |
| Q1 2024 | 89.2K | $18M | +0.47% |
| Q4 2023 | 80.5K | $14M | +0.38% |
| Q3 2023 | 72.4K | $11M | +0.32% |
| Q2 2023 | 68.3K | $10M | +0.33% |
| Q1 2023 | 61.5K | $8M | +0.29% |
| Q4 2022 | 35.6K | $5M | +0.19% |
| Q3 2022 | 17.4K | $2M | +0.08% |
| Q2 2022 | 10.8K | $1M | +0.05% |
| Q1 2022 | 7.0K | $887,000 | +0.03% |
| Q4 2021 | 6.8K | $1M | +0.04% |
| Q3 2021 | 6.3K | $1M | +0.05% |
| Q2 2021 | 5.6K | $865,000 | +0.04% |
| Q1 2021 | 5.9K | $911,000 | +0.05% |
| Q4 2020 | 4.7K | $635,000 | +0.04% |
| Q3 2020 | 5.6K | $544,000 | +0.12% |
| Q2 2020 | 3.3K | $302,000 | +0.03% |
| Q1 2020 | 3.2K | $269,000 | +0.03% |
| Q4 2019 | 3.4K | $468,000 | +0.06% |
| Q3 2019 | 4.1K | $458,000 | +0.06% |
| Q2 2019 | 3.1K | $355,000 | +0.05% |
| Q1 2019 | 2.9K | $298,000 | +0.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of JPM.