JPM — JPMORGAN CHASE & CO

Ownership history in Foundry Partners, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which Foundry Partners, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.8% (2024 Q4)
Avg. % of fund
1.95%
First filed
2013 Q4
Last filed
2025 Q1
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 186,466 -45,651 -19.7% 2.42% $45.7M $240.37
2024 Q4 REDUCED 232,117 -14,148 -5.7% 2.80% $55.6M $233.69
2024 Q3 REDUCED 246,265 -1,501 -0.6% 2.57% $51.9M $204.31
2024 Q2 ADDED 247,766 +245 +0.1% 2.69% $50.1M $194.90
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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