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Founders Capital Management (Connecticut)’s JPMorgan Chase JPM Stock Holding History

Founders Capital Management (Connecticut)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Sell
614
-85
-12% -$26.4K 0.03% 79
2026
Q1 		$206K Sell
699
-55
-7% -$16.7K 0.03% 73
2025
Q4 		$243K Buy
754
+47
+7% +$14.6K 0.04% 75
2025
Q3 		$223K Sell
707
-110
-13% -$32.7K 0.03% 76
2025
Q2 		$237K Hold
817
– – 0.04% 76
2025
Q1 		$200K Buy
+817
New +$208K 0.04% 76
2018
Q4 		– Sell
-4,989
Closed -$571K – 55
2018
Q3 		$571K Sell
4,989
-3
-0.1% -$341 0.23% 37
2018
Q2 		$520K Buy
4,992
+100
+2% +$11K 0.24% 34
2018
Q1 		$528K Buy
4,892
+1,175
+32% +$133K 0.24% 37
2017
Q4 		$398K Buy
3,717
+80
+2% +$8.1K 0.18% 40
2017
Q3 		$347K Buy
3,637
+20
+0.6% +$1.84K 0.17% 42
2017
Q2 		$332K Hold
3,617
– – 0.17% 41
2017
Q1 		$318K Sell
3,617
-268
-7% -$23.6K 0.16% 43
2016
Q4 		$335K Buy
3,885
+23
+0.6% +$1.75K 0.18% 41
2016
Q3 		$257K Buy
3,862
+26
+0.7% +$1.7K 0.14% 45
2016
Q2 		$238K Buy
3,836
+23
+0.6% +$1.44K 0.13% 45
2016
Q1 		$226K Buy
3,813
+26
+0.7% +$1.52K 0.13% 48
2015
Q4 		$250K Buy
3,787
+22
+0.6% +$1.43K 0.15% 47
2015
Q3 		$230K Sell
3,765
-47
-1% -$3.08K 0.15% 49
2015
Q2 		$258K Sell
3,812
-47
-1% -$3.07K 0.15% 48
2015
Q1 		$234K Buy
+3,859
New +$229K 0.14% 50

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Founders Capital Management (Connecticut)'s JPM Position: Q2 2026 in Review

Founders Capital Management (Connecticut) reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $26.4K and leaving 614 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #79.

Founders Capital Management (Connecticut) first reported a position in JPM in Q1 2015 and has held it in 21 quarters since. The position peaked at $571K in Q3 2018. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Founders Capital Management (Connecticut) held 614 shares of JPMorgan Chase worth $201K as of Q2 2026.
  • Founders Capital Management (Connecticut) sold 85 JPMorgan Chase shares in Q2 2026, an estimated $26.4K.
  • JPMorgan Chase made up 0.03% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #79 holding.
  • Founders Capital Management (Connecticut) first reported a position in JPMorgan Chase in Q1 2015 and has held it in 21 quarters since.
  • Founders Capital Management (Connecticut)'s JPMorgan Chase position peaked at $571K in Q3 2018.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.