FCMT
Founders Capital Management (Texas)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.95M | Sell |
34,337
-369
| -1% | -$107K | 5.97% | 3 |
|
|
2025
Q1 | $8.51M | Sell |
34,706
-515
| -1% | -$126K | 5.51% | 4 |
|
|
2024
Q4 | $8.44M | Sell |
35,221
-771
| -2% | -$185K | 5.34% | 4 |
|
|
2024
Q3 | $7.59M | Buy |
35,992
+183
| +0.5% | +$38.6K | 4.62% | 4 |
|
|
2024
Q2 | $7.24M | Sell |
35,809
-380
| -1% | -$76.9K | 4.69% | 4 |
|
|
2024
Q1 | $7.25M | Sell |
36,189
-679
| -2% | -$136K | 4.9% | 4 |
|
|
2023
Q4 | $6.27M | Sell |
36,868
-125
| -0.3% | -$21.3K | 4.56% | 4 |
|
|
2023
Q3 | $5.36M | Buy |
36,993
+385
| +1% | +$55.8K | 4.1% | 6 |
|
|
2023
Q2 | $5.32M | Sell |
36,608
-1,158
| -3% | -$168K | 3.87% | 6 |
|
|
2023
Q1 | $4.92M | Sell |
37,766
-55
| -0.1% | -$7.17K | 3.76% | 8 |
|
|
2022
Q4 | $5.07M | Buy |
37,821
+67
| +0.2% | +$8.99K | 3.81% | 8 |
|
|
2022
Q3 | $3.95M | Buy |
37,754
+953
| +3% | +$99.6K | 3.22% | 9 |
|
|
2022
Q2 | $4.14M | Buy |
36,801
+11,235
| +44% | +$1.27M | 3.27% | 9 |
|
|
2022
Q1 | $4.05M | Hold |
25,566
| – | – | 2.6% | 13 |
|
|
2021
Q4 | $4.05M | Sell |
25,566
-686
| -3% | -$109K | 2.6% | 13 |
|
|
2021
Q3 | $4.3M | Buy |
26,252
+796
| +3% | +$130K | 2.95% | 8 |
|
|
2021
Q2 | $3.96M | Sell |
25,456
-71
| -0.3% | -$11K | 2.58% | 10 |
|
|
2021
Q1 | $3.89M | Buy |
25,527
+24
| +0.1% | +$3.65K | 2.77% | 11 |
|
|
2020
Q4 | $3.24M | Buy |
+25,503
| New | +$3.24M | 2.29% | 16 |
|
|
2020
Q1 | $980K | Buy |
10,888
+422
| +4% | +$38K | 1.02% | 27 |
|
|
2019
Q4 | $1.46M | Sell |
10,466
-1,341
| -11% | -$187K | 1.1% | 27 |
|
|
2019
Q3 | $1.39M | Sell |
11,807
-46
| -0.4% | -$5.42K | 1.11% | 28 |
|
|
2019
Q2 | $1.33M | Buy |
11,853
+4
| +0% | +$447 | 1.17% | 24 |
|
|
2019
Q1 | $1.2M | Buy |
11,849
+153
| +1% | +$15.5K | 1.13% | 24 |
|
|
2018
Q4 | $1.14M | Sell |
11,696
-152
| -1% | -$14.8K | 1.22% | 25 |
|
|
2018
Q3 | $1.34M | Sell |
11,848
-199
| -2% | -$22.5K | 1.1% | 29 |
|
|
2018
Q2 | $1.26M | Buy |
12,047
+202
| +2% | +$21K | 1.1% | 30 |
|
|
2018
Q1 | $1.3M | Buy |
11,845
+2
| +0% | +$220 | 1.1% | 32 |
|
|
2017
Q4 | $1.27M | Buy |
11,843
+1
| +0% | +$107 | 1.05% | 32 |
|
|
2017
Q3 | $1.13M | Sell |
11,842
-148
| -1% | -$14.1K | 0.94% | 37 |
|
|
2017
Q2 | $1.1M | Sell |
11,990
-338
| -3% | -$30.9K | 0.97% | 38 |
|
|
2017
Q1 | $1.08M | Buy |
+12,328
| New | +$1.08M | 0.97% | 35 |
|