Founders Capital Management (Connecticut)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Sell |
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|
2025
Q2 | $237K | Hold |
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|
2025
Q1 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $571K | Sell |
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|
2018
Q2 | $520K | Buy |
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|
2018
Q1 | $528K | Buy |
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|
2017
Q4 | $398K | Buy |
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|
2017
Q3 | $347K | Buy |
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|
2017
Q2 | $332K | Hold |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $335K | Buy |
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|
2016
Q3 | $257K | Buy |
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|
2016
Q2 | $238K | Buy |
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|
2016
Q1 | $226K | Buy |
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|
2015
Q4 | $250K | Buy |
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|
2015
Q3 | $230K | Sell |
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|
2015
Q2 | $258K | Sell |
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|
2015
Q1 | $234K | Buy |
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