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
2024 Q1 REDUCED 247,521 -19,596 -7.3% 2.65% $49.6M $191.89
2023 Q4 REDUCED 267,117 -32,555 -10.9% 2.74% $45.4M $161.96
2023 Q3 REDUCED 299,672 -2,562 -0.8% 2.71% $43.5M $137.07
2023 Q2 REDUCED 302,234 -1,409 -0.5% 2.69% $44.0M $136.53
2023 Q1 REDUCED 303,643 -46,118 -13.2% 2.49% $39.6M $121.37
2022 Q4 REDUCED 349,761 -5,185 -1.5% 2.59% $46.9M $123.99
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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