Number of Shares
27,510.00
Current Holdings Value*
$6.75 Mil
% of Portfolio
1.64%
Total Estimate Gain
$4.64 Mil
% of Total Estimate Gain
97.60%

Founders Financial Alliance, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Founders Financial Alliance, LLC held 27,510.00 shares of JPMorgan Chase & Co(JPM), totaling $6.75 Mil. This investment constitutes 1.64% of their stock portfolio, and Founders Financial Alliance, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q3. And since then Founders Financial Alliance, LLC has made 9 purchases of JPM, at an average price of $131.37, for a total of 36,155.00 shares. In addition, there have been 9 sales at an average price of $158.80 for 8,645.00 shares. Based on historical transaction data and JPM's current price of $291.27, Founders Financial Alliance, LLC's estimated gain on his JPM holdings is $4.64 Mil, reflecting a 97.60% gain to date.

Founders Financial Alliance, LLC JPM ($291.27) Holding Chart

Founders Financial Alliance, LLC JPM ($291.27) 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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