Founders Capital Management (Texas)’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
Q2 | $9.95M | Sell |
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|
2025
Q1 | $8.51M | Sell |
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|
2024
Q4 | $8.44M | Sell |
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|
2024
Q3 | $7.59M | Buy |
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|
2024
Q2 | $7.24M | Sell |
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|
2024
Q1 | $7.25M | Sell |
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|
2023
Q4 | $6.27M | Sell |
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|
2023
Q3 | $5.36M | Buy |
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|
2023
Q2 | $5.32M | Sell |
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|
2023
Q1 | $4.92M | Sell |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $4.05M | Hold |
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|
2021
Q4 | $4.05M | Sell |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $3.96M | Sell |
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|
2021
Q1 | $3.89M | Buy |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q1 | $980K | Buy |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $1.14M | Sell |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.1M | Sell |
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|
2017
Q1 | $1.08M | Buy |
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