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Founders Financial Alliance’s JPMorgan Chase JPM Stock Holding History

Founders Financial Alliance’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 		$10.2M Buy
31,144
+281
+0.9% +$87.3K 1.35% 11
2026
Q1 		$9.08M Buy
30,863
+9
+0% +$2.73K 1.64% 6
2025
Q4 		$9.94M Buy
30,854
+2,600
+9% +$805K 1.88% 5
2025
Q3 		$8.91M Buy
28,254
+359
+1% +$107K 1.68% 6
2025
Q2 		$8.09M Buy
27,895
+385
+1% +$98.2K 1.84% 6
2025
Q1 		$6.75M Buy
27,510
+1,310
+5% +$334K 1.64% 7
2024
Q4 		$6.28M Buy
26,200
+4,096
+19% +$954K 1.73% 7
2024
Q3 		$4.66M Sell
22,104
-909
-4% -$191K 1.3% 13
2024
Q2 		$4.65M Sell
23,013
-1,629
-7% -$318K 1.38% 11
2024
Q1 		$4.94M Sell
24,642
-398
-2% -$71.8K 1.48% 10
2023
Q4 		$4.26M Sell
25,040
-49
-0.2% -$7.43K 1.65% 9
2023
Q3 		$3.64M Sell
25,089
-1,106
-4% -$166K 1.59% 10
2023
Q2 		$3.81M Buy
26,195
+4,165
+19% +$573K 1.5% 8
2023
Q1 		$2.93M Sell
22,030
-3,575
-14% -$490K 1.46% 11
2022
Q4 		$3.43M Buy
25,605
+3,004
+13% +$381K 1.58% 6
2022
Q3 		$2.36M Buy
22,601
+1,052
+5% +$121K 1.2% 12
2022
Q2 		$2.43M Sell
21,549
-388
-2% -$48.1K 1.23% 12
2022
Q1 		$2.99M Sell
21,937
-381
-2% -$56.2K 1.33% 10
2021
Q4 		$3.53M Buy
22,318
+526
+2% +$86.4K 1.42% 10
2021
Q3 		$3.57M Buy
21,792
+596
+3% +$93.4K 1.67% 7
2021
Q2 		$3.31M Buy
21,196
+201
+1% +$31.6K 1.5% 7
2021
Q1 		$3.32M Buy
20,995
+2,033
+11% +$292K 1.63% 7
2020
Q4 		$2.41M Sell
18,962
-210
-1% -$23.5K 1.36% 12
2020
Q3 		$1.87M Buy
+19,172
New +$1.88M 1.12% 13

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Founders Financial Alliance's JPM Position: Q2 2026 in Review

Founders Financial Alliance increased its JPMorgan Chase (JPM) stake by 0.91% in Q2 2026, buying an estimated $87.3K and bringing the position to 31,144 shares worth $10.2M. The position accounts for 1.35% of the portfolio, ranked #11.

Founders Financial Alliance first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Founders Financial Alliance held 31,144 shares of JPMorgan Chase worth $10.2M as of Q2 2026.
  • Founders Financial Alliance bought 281 JPMorgan Chase shares in Q2 2026, an estimated $87.3K.
  • JPMorgan Chase made up 1.35% of Founders Financial Alliance's portfolio in Q2 2026, its #11 holding.
  • Founders Financial Alliance first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.