FFA
Founders Financial Alliance’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09M | Buy |
27,895
+385
| +1% | +$112K | 1.84% | 6 |
|
|
2025
Q1 | $6.75M | Buy |
27,510
+1,310
| +5% | +$321K | 1.64% | 7 |
|
|
2024
Q4 | $6.28M | Buy |
26,200
+4,096
| +19% | +$982K | 1.73% | 7 |
|
|
2024
Q3 | $4.66M | Sell |
22,104
-909
| -4% | -$192K | 1.3% | 13 |
|
|
2024
Q2 | $4.65M | Sell |
23,013
-1,629
| -7% | -$329K | 1.38% | 11 |
|
|
2024
Q1 | $4.94M | Sell |
24,642
-398
| -2% | -$79.7K | 1.48% | 10 |
|
|
2023
Q4 | $4.26M | Sell |
25,040
-49
| -0.2% | -$8.34K | 1.65% | 9 |
|
|
2023
Q3 | $3.64M | Sell |
25,089
-1,106
| -4% | -$160K | 1.59% | 10 |
|
|
2023
Q2 | $3.81M | Buy |
26,195
+4,165
| +19% | +$606K | 1.5% | 8 |
|
|
2023
Q1 | $2.93M | Sell |
22,030
-3,575
| -14% | -$475K | 1.46% | 11 |
|
|
2022
Q4 | $3.43M | Buy |
25,605
+3,004
| +13% | +$403K | 1.58% | 6 |
|
|
2022
Q3 | $2.36M | Buy |
22,601
+1,052
| +5% | +$110K | 1.2% | 12 |
|
|
2022
Q2 | $2.43M | Sell |
21,549
-388
| -2% | -$43.7K | 1.23% | 12 |
|
|
2022
Q1 | $2.99M | Sell |
21,937
-381
| -2% | -$51.9K | 1.33% | 10 |
|
|
2021
Q4 | $3.53M | Buy |
22,318
+526
| +2% | +$83.3K | 1.42% | 10 |
|
|
2021
Q3 | $3.57M | Buy |
21,792
+596
| +3% | +$97.6K | 1.67% | 7 |
|
|
2021
Q2 | $3.31M | Buy |
21,196
+201
| +1% | +$31.4K | 1.5% | 7 |
|
|
2021
Q1 | $3.32M | Buy |
20,995
+2,033
| +11% | +$321K | 1.63% | 7 |
|
|
2020
Q4 | $2.41M | Sell |
18,962
-210
| -1% | -$26.7K | 1.36% | 12 |
|
|
2020
Q3 | $1.87M | Buy |
+19,172
| New | +$1.87M | 1.12% | 13 |
|