SEC 13F Intelligence

Founders Financial Alliance, LLC / JPM

Founders Financial Alliance, LLC’s Jpmorgan Chase & Co Position

Does Founders Financial Alliance, LLC own Jpmorgan Chase & Co (JPM)? Yes — 30.9K shares worth $9M (+1.64% of its 13F portfolio) as of Q1 2026, up from 30.9K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
30.9K
% of Portfolio
+1.64%
Quarters Held
23
currently held

Position History JPM

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $4MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ1 ’25: $7MQ1 ’25Q2 ’25: $8MQ3 ’25: $9MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.9K$9M+1.64%
Q4 202530.9K$10M+1.88%
Q3 202528.3K$9M+1.68%
Q2 202527.9K$8M+1.84%
Q1 202527.5K$7M+1.64%
Q4 202426.2K$6M+1.73%
Q3 202422.1K$5M+1.30%
Q2 202423.0K$5M+1.38%
Q1 202424.6K$5M+1.48%
Q4 202325.0K$4M+1.65%
Q3 202325.1K$4M+1.59%
Q2 202326.2K$4M+1.50%
Q1 202322.0K$3M+1.46%
Q4 202225.6K$3M+1.58%
Q3 202222.6K$2M+1.20%
Q2 202221.5K$2M+1.23%
Q1 202221.9K$3M+1.33%
Q4 202122.3K$4M+1.42%
Q3 202121.8K$4M+1.67%
Q2 202121.2K$3M+1.50%
Q1 202121.0K$3M+1.63%
Q4 202019.0K$2M+1.36%
Q3 202019.2K$2M+1.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Founders Financial Alliance, LLC’s full portfolio or all institutional holders of JPM.