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Foundations Investment Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

Foundations Investment Advisors, LLC held 226,670 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,670 shares
    Change vs previous 13F +15,922 shares

    0.76% of the 13F portfolio, value $74,195,932.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 210,748 shares
    Change vs previous 13F +18,192 shares

    0.77% of the 13F portfolio, value $61,993,702.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 192,556 shares
    Change vs previous 13F +19,004 shares

    0.81% of the 13F portfolio, value $62,045,478.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 173,552 shares
    Change vs previous 13F +14,482 shares

    0.8% of the 13F portfolio, value $54,743,463.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 159,070 shares
    Change vs previous 13F +13,329 shares

    0.73% of the 13F portfolio, value $46,116,057.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 145,741 shares
    Change vs previous 13F +17,437 shares

    0.66% of the 13F portfolio, value $35,750,269.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 128,304 shares
    Change vs previous 13F +14,966 shares

    0.59% of the 13F portfolio, value $30,755,646.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 113,338 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $23,898,523.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).