Number of Shares
34,706.00
Current Holdings Value*
$8.51 Mil
% of Portfolio
5.51%
Total Estimate Gain
$6.18 Mil
% of Total Estimate Gain
129.70%

Founders Capital Management's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Founders Capital Management held 34,706.00 shares of JPMorgan Chase & Co(JPM), totaling $8.51 Mil. This investment constitutes 5.51% of their stock portfolio, and Founders Capital Management now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q2. And since then Founders Capital Management has made 12 purchases of JPM, at an average price of $116.64, for a total of 40,884.00 shares. In addition, there have been 13 sales at an average price of $167.34 for 6,178.00 shares. Based on historical transaction data and JPM's current price of $285.82, Founders Capital Management's estimated gain on his JPM holdings is $6.18 Mil, reflecting a 129.70% gain to date.

Founders Capital Management JPM ($285.82) Holding Chart

Founders Capital Management JPM ($285.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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