Foundations Investment Advisors, LLC
EndowmentPosition in JPM — Jpmorgan Chase & Co
CIK 1743404
PHOENIX, AZ
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,195,887
+$12,202,257 QoQ
Shares Held
226,670
+7.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#484
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $160,238,936 across 10 Banks - Diversified names. JPM ranks #1 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
226,670 | $74,195,887 | |
| 2 | C |
Citigroup Inc
|
529,688 | $74,135,130 | |
| 3 | BAC |
Bank Of America Corp /De/
|
62,489 | $3,560,622 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,839 | $2,383,254 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
19,525 | $1,856,632 | |
| 6 | BNS |
Bank Of Nova Scotia
|
19,442 | $1,688,343 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
9,996 | $1,445,521 | |
| 8 | RY |
Royal Bank Of Canada
|
2,175 | $450,159 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,195,887 | 226,670 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,993,630 | 210,748 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $62,045,392 | 192,556 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $54,743,507 | 173,552 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $46,115,982 | 159,070 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,750,266 | 145,741 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $30,755,751 | 128,304 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $23,898,450 | 113,338 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,246,252 | 95,156 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $17,868,763 | 89,210 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,690,838 | 80,487 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,502,203 | 72,419 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $9,933,988 | 68,303 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,014,065 | 61,500 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,775,301 | 35,610 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,817,464 | 17,392 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,213,034 | 10,772 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $959,011 | 7,035 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,069,654 | 6,755 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,030,919 | 6,298 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $863,558 | 5,552 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $895,112 | 5,880 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $593,543 | 4,671 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $534,972 | 5,557 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $306,447 | 3,258 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $286,565 | 3,183 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||