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Founders Financial Securities’s JPMorgan Chase JPM Stock Holding History

Founders Financial Securities’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 		$5.16M Buy
15,751
+82
+0.5% +$25.5K 0.26% 76
2026
Q1 		$4.86M Sell
15,669
-2,068
-12% -$628K 0.27% 78
2025
Q4 		$5.72M Buy
17,737
+2,715
+18% +$841K 0.34% 59
2025
Q3 		$4.74M Sell
15,022
-287
-2% -$85.4K 0.32% 63
2025
Q2 		$4.44M Sell
15,309
-86
-0.6% -$21.9K 0.34% 69
2025
Q1 		$3.74M Sell
15,395
-2,720
-15% -$693K 0.32% 69
2024
Q4 		$4.34M Hold
18,115
– – 0.39% 58
2024
Q3 		$3.82M Sell
18,115
-2,274
-11% -$479K 0.35% 65
2024
Q2 		$4.12M Buy
20,389
+4,456
+28% +$871K 0.39% 57
2024
Q1 		$3.19M Sell
15,933
-3,537
-18% -$638K 0.33% 67
2023
Q4 		$3.31M Buy
19,470
+4,177
+27% +$633K 0.37% 60
2023
Q3 		$2.22M Sell
15,293
-1,556
-9% -$233K 0.29% 70
2023
Q2 		$2.45M Sell
16,849
-1,143
-6% -$157K 0.32% 68
2023
Q1 		$2.34M Buy
17,992
+1,127
+7% +$154K 0.34% 67
2022
Q4 		$2.26M Buy
16,865
+8,646
+105% +$1.1M 0.36% 70
2022
Q3 		$859K Buy
8,219
+139
+2% +$16K 0.15% 131
2022
Q2 		$910K Buy
8,080
+531
+7% +$65.8K 0.18% 107
2022
Q1 		$1.03M Sell
7,549
-760
-9% -$112K 0.18% 111
2021
Q4 		$1.32M Buy
8,309
+184
+2% +$30.2K 0.24% 86
2021
Q3 		$1.33M Sell
8,125
-338
-4% -$53K 0.27% 75
2021
Q2 		$1.32M Buy
8,463
+2,172
+35% +$341K 0.26% 84
2021
Q1 		$958K Buy
6,291
+3,089
+96% +$444K 0.22% 97
2020
Q4 		$407K Buy
+3,202
New +$358K 0.1% 144
2020
Q3 		– Sell
-4,726
Closed -$453K – 188
2020
Q2 		$453K Buy
+4,726
New +$448K 0.15% 105

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

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

Founders Financial Securities increased its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, buying an estimated $25.5K and bringing the position to 15,751 shares worth $5.16M. The position accounts for 0.26% of the portfolio, ranked #76.

Founders Financial Securities first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.72M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Founders Financial Securities held 15,751 shares of JPMorgan Chase worth $5.16M as of Q2 2026.
  • Founders Financial Securities bought 82 JPMorgan Chase shares in Q2 2026, an estimated $25.5K.
  • JPMorgan Chase made up 0.26% of Founders Financial Securities's portfolio in Q2 2026, its #76 holding.
  • Founders Financial Securities first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Founders Financial Securities's JPMorgan Chase position peaked at $5.72M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.