FCMC
Founders Capital Management (Connecticut)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
817
| – | – | 0.04% | 76 |
|
|
2025
Q1 | $200K | Buy |
+817
| New | +$200K | 0.04% | 76 |
|
|
2018
Q4 | – | Sell |
-4,989
| Closed | -$571K | – | 55 |
|
|
2018
Q3 | $571K | Sell |
4,989
-3
| -0.1% | -$343 | 0.23% | 37 |
|
|
2018
Q2 | $520K | Buy |
4,992
+100
| +2% | +$10.4K | 0.24% | 34 |
|
|
2018
Q1 | $528K | Buy |
4,892
+1,175
| +32% | +$127K | 0.24% | 37 |
|
|
2017
Q4 | $398K | Buy |
3,717
+80
| +2% | +$8.57K | 0.18% | 40 |
|
|
2017
Q3 | $347K | Buy |
3,637
+20
| +0.6% | +$1.91K | 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% | +$1.98K | 0.18% | 41 |
|
|
2016
Q3 | $257K | Buy |
3,862
+26
| +0.7% | +$1.73K | 0.14% | 45 |
|
|
2016
Q2 | $238K | Buy |
3,836
+23
| +0.6% | +$1.43K | 0.13% | 45 |
|
|
2016
Q1 | $226K | Buy |
3,813
+26
| +0.7% | +$1.54K | 0.13% | 48 |
|
|
2015
Q4 | $250K | Buy |
3,787
+22
| +0.6% | +$1.45K | 0.15% | 47 |
|
|
2015
Q3 | $230K | Sell |
3,765
-47
| -1% | -$2.87K | 0.15% | 49 |
|
|
2015
Q2 | $258K | Sell |
3,812
-47
| -1% | -$3.18K | 0.15% | 48 |
|
|
2015
Q1 | $234K | Buy |
+3,859
| New | +$234K | 0.14% | 50 |
|