Founders Financial Securities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
15,309
-86
| -0.6% | -$24.9K | 0.34% | 69 |
|
|
2025
Q1 | $3.74M | Sell |
15,395
-2,720
| -15% | -$662K | 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% | +$901K | 0.39% | 57 |
|
|
2024
Q1 | $3.19M | Sell |
15,933
-3,537
| -18% | -$708K | 0.33% | 67 |
|
|
2023
Q4 | $3.31M | Buy |
19,470
+4,177
| +27% | +$711K | 0.37% | 60 |
|
|
2023
Q3 | $2.22M | Sell |
15,293
-1,556
| -9% | -$226K | 0.29% | 70 |
|
|
2023
Q2 | $2.45M | Sell |
16,849
-1,143
| -6% | -$166K | 0.32% | 68 |
|
|
2023
Q1 | $2.34M | Buy |
17,992
+1,127
| +7% | +$147K | 0.34% | 67 |
|
|
2022
Q4 | $2.26M | Buy |
16,865
+8,646
| +105% | +$1.16M | 0.36% | 70 |
|
|
2022
Q3 | $859K | Buy |
8,219
+139
| +2% | +$14.5K | 0.15% | 131 |
|
|
2022
Q2 | $910K | Buy |
8,080
+531
| +7% | +$59.8K | 0.18% | 107 |
|
|
2022
Q1 | $1.03M | Sell |
7,549
-760
| -9% | -$104K | 0.18% | 111 |
|
|
2021
Q4 | $1.32M | Buy |
8,309
+184
| +2% | +$29.1K | 0.24% | 86 |
|
|
2021
Q3 | $1.33M | Sell |
8,125
-338
| -4% | -$55.3K | 0.27% | 75 |
|
|
2021
Q2 | $1.32M | Buy |
8,463
+2,172
| +35% | +$338K | 0.26% | 84 |
|
|
2021
Q1 | $958K | Buy |
6,291
+3,089
| +96% | +$470K | 0.22% | 97 |
|
|
2020
Q4 | $407K | Buy |
+3,202
| New | +$407K | 0.1% | 144 |
|
|
2020
Q3 | – | Sell |
-4,726
| Closed | -$453K | – | 188 |
|
|
2020
Q2 | $453K | Buy |
+4,726
| New | +$453K | 0.15% | 105 |
|