Foresight Global Investors, Inc. JPM JPMORGAN CHASE & CO

Ownership history in Foresight Global Investors, Inc.  ·  10 quarters on record

AI Ownership Summary

Foresight Global Investors, Inc. reported JPMORGAN CHASE & CO (JPM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2024 Q1. The latest visible filing shows JPM at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foresight Global Investors, Inc.'s position in JPMORGAN CHASE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Foresight Global Investors, Inc. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,278 0% 0.44% $670K 2026-05-13 $300.25
2025 Q4 UNCHANGED 2,278 0% 0.36% $734K 2026-02-13 $301.01
2025 Q3 REDUCED 58.2% +3.1% 2,278 -3,167 -58.2% 0.43% $719K 2025-11-12 $317.35
2024 Q3 REDUCED 32.5% +14.2% 5,445 -2,625 -32.5% 0.62% $1.1M 2024-11-12 $232.35
2024 Q2 UNCHANGED 8,070 0% 0.78% $1.6M 2024-08-09 $198.39
2024 Q1 UNCHANGED 8,070 0% 0.80% $1.6M 2024-05-10 $190.56
2023 Q4 REDUCED 24.7% +17.7% 8,070 -2,642 -24.7% 0.79% $1.4M 2024-02-07 $167.21
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Foresight Global Investors, Inc. and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Foresight Global Investors, Inc. reported owning JPM?

Foresight Global Investors, Inc. reported JPM across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in Foresight Global Investors, Inc.'s portfolio?

The largest reported portfolio weight for JPM was 0.80% in 2024 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Foresight Global Investors, Inc. reported 2,278 shares, equal to 0.44% of portfolio, with an estimated market value of $670K.

What does the chart on this JPM ownership page compare?

The chart compares Foresight Global Investors, Inc.'s quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Foresight Global Investors, Inc. time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Foresight Global Investors, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on JPM relative to SPY over the holding period was +6.2%.

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