Founders Financial Securities’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 | $4.74M | Sell |
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|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $4.34M | Hold |
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|
2024
Q3 | $3.82M | Sell |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $859K | Buy |
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|
2022
Q2 | $910K | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $958K | Buy |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $453K | Buy |
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