Founders Capital Management Jpmorgan Chase & CO Transaction History

Founders Capital Management

$164 Million
Q3 2024

A detailed history of Founders Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Founders Capital Management holds 35,992 shares of JPM stock, worth $8.95 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

35,992

Previous 35,809 0.51%

Holding current value

$8.95 Million

Previous $7.24 Million 4.75%

% of portfolio

4.63%

Previous 4.7%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$194.9 - $224.8 $35,666 - $41,138	183 Added 0.51%	35,992 $7.59 Million
Q2 2024 Jul 10, 2024	SELL	$180.08 - $204.79 $68,430 - $77,820	-380 Reduced 1.05%	35,809 $7.24 Million
Q1 2024 Apr 10, 2024	SELL	$167.09 - $200.3 $113,454 - $136,003	-679 Reduced 1.84%	36,189 $7.25 Million
Q4 2023 Jan 08, 2024	SELL	$135.69 - $170.3 $16,961 - $21,287	-125 Reduced 0.34%	36,868 $6.27 Million
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $55,135 - $60,830	385 Added 1.05%	36,993 $5.36 Million
Q2 2023 Jul 07, 2023	SELL	$127.47 - $145.44 $147,610 - $168,419	-1,158 Reduced 3.07%	36,608 $5.32 Million
Q1 2023 Apr 12, 2023	SELL	$124.91 - $143.8 $6,870 - $7,909	-55 Reduced 0.15%	37,766 $4.92 Million
Q4 2022 Jan 09, 2023	BUY	$101.96 - $137.84 $6,831 - $9,235	67 Added 0.18%	37,821 $5.07 Million
Q3 2022 Oct 06, 2022	BUY	$20.73 - $120.58 $19,755 - $114,912	953 Added 2.59%	37,754 $3.95 Million
Q2 2022 Jul 20, 2022	BUY	$112.61 - $135.91 $1.27 Million - $1.53 Million	11,235 Added 43.95%	36,801 $4.14 Million
Q4 2021 Jan 21, 2022	SELL	$153.94 - $171.78 $105,602 - $117,841	-686 Reduced 2.61%	25,566 $4.05 Million
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $116,988 - $132,916	796 Added 3.13%	26,252 $4.3 Million
Q2 2021 Jul 15, 2021	SELL	$147.37 - $166.44 $10,463 - $11,817	-71 Reduced 0.28%	25,456 $3.96 Million
Q1 2021 Jun 07, 2021	BUY	$125.65 - $157.65 $3,015 - $3,783	24 Added 0.09%	25,527 $6,000
Q4 2020 Jan 12, 2021	BUY	$96.54 - $127.07 $1.41 Million - $1.86 Million	14,615 Added 134.23%	25,503 $3.24 Million
Q1 2020 Apr 22, 2020	BUY	$79.03 - $141.09 $33,350 - $59,539	422 Added 4.03%	10,888 $980,000
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $149,950 - $186,935	-1,341 Reduced 11.36%	10,466 $1.46 Million
Q3 2019 Oct 10, 2019	SELL	$104.8 - $120.23 $4,820 - $5,530	-46 Reduced 0.39%	11,807 $1.39 Million
Q2 2019 Jul 11, 2019	BUY	$104.64 - $116.12 $418 - $464	4 Added 0.03%	11,853 $1.33 Million
Q1 2019 Apr 17, 2019	BUY	$97.11 - $107.19 $14,857 - $16,400	153 Added 1.31%	11,849 $1.2 Million
Q4 2018 Jan 14, 2019	SELL	$92.14 - $115.32 $14,005 - $17,528	-152 Reduced 1.28%	11,696 $1.14 Million
Q3 2018 Oct 05, 2018	SELL	$103.61 - $118.63 $20,618 - $23,607	-199 Reduced 1.65%	11,848 $1.34 Million
Q2 2018 Jul 09, 2018	BUY	$103.24 - $114.29 $20,854 - $23,086	202 Added 1.71%	12,047 $1.26 Million
Q1 2018 Apr 09, 2018	BUY	$107.01 - $118.77 $214 - $237	2 Added 0.02%	11,845 $1.3 Million
Q4 2017 Jan 22, 2018	BUY	$95.86 - $107.83 $95 - $107	1 Added 0.01%	11,843 $1.27 Million
Q3 2017 Oct 17, 2017	BUY	$88.42 - $95.51 $1.05 Million - $1.13 Million	11,842	11,842 $1.13 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $729B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Founders Capital Management Jpmorgan Chase & CO Transaction History