Position in JPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,900,798
+$341,606 QoQ
Shares Held
8,862
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#2,602
of 5,057 holders
Holding Since
Dec 2020
23 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, 2026Foster Group, Inc. holds $10,657,305 across 12 Banks - Diversified names. JPM ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
49,345 | $4,077,870 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
8,862 | $2,900,798 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,652 | $777,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
4,853 | $461,471 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
20,235 | $402,474 | |
| 6 | SAN |
Banco Santander, S.A.
|
25,394 | $350,437 | |
| 7 | UBS |
UBS Group AG
|
6,458 | $320,058 | |
| 8 | RY |
Royal Bank Of Canada
|
1,462 | $302,590 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,900,798 | 8,862 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,559,192 | 8,700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,630,604 | 8,164 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,524,386 | 8,003 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,243,323 | 7,738 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,808,351 | 7,372 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,526,233 | 6,367 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,326,941 | 6,293 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,379,210 | 6,819 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,284,724 | 6,414 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,060,233 | 6,233 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $903,909 | 6,233 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $934,161 | 6,423 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $805,706 | 6,183 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $676,400 | 5,044 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $463,771 | 4,438 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $715,411 | 6,353 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $420,956 | 3,088 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $473,941 | 2,993 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $487,468 | 2,978 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $463,042 | 2,977 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $435,377 | 2,860 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $332,542 | 2,617 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||