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Livermore
Livermore
ZHEN

Foundation Wealth Management, LLC

SEC CIK
0001966351
Latest filing
Jul 30, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Foundation Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,823
Value
$596.9K
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of JPM by Foundation Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,823$596.9K0.4%−73−3.9%ReducedHolders
Q1 20261,896$557.6K0.4%−84−4.2%ReducedHolders
Q4 20251,980$638.8K0.4%−48−2.4%ReducedHolders
Q3 20252,028$639.4K0.4%+26+1.3%AddedHolders
Q2 20252,002$580.5K0.4%00.0%UnchangedHolders
Q1 20252,002$491.1K0.4%00.0%UnchangedHolders
Q4 20242,002$479.9K0.4%00.0%UnchangedHolders
Q3 20242,002$422.2K0.3%−95−4.5%ReducedHolders
Q2 20242,097$424.2K0.3%−250−10.7%ReducedHolders
Q1 20242,347$470.1K0.4%00.0%UnchangedHolders
Q4 20232,347$399.3K0.4%−73−3.0%ReducedHolders
Q3 20232,420$350.9K0.4%−69−2.8%ReducedHolders
Q2 20232,489$361.9K0.4%−66−2.6%ReducedHolders
Q1 20232,555$332.9K0.3%+66+2.7%AddedHolders
Q4 20222,489$333.7K0.3%–No prior filingHolders