Founders Financial Securities LLC

SEC CIK: 0001342396
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Founders Financial Securities LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 15,751
Value: $5.16M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Founders Financial Securities LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,751	$5.16M	0.3%	+82+0.5%	Added	Holders
Q1 2026	15,669	$4.86M	0.3%	−2,068−11.7%	Reduced	Holders
Q4 2025	17,737	$5.72M	0.3%	+2,715+18.1%	Added	Holders
Q3 2025	15,022	$4.74M	0.3%	−287−1.9%	Reduced	Holders
Q2 2025	15,309	$4.44M	0.3%	−86−0.6%	Reduced	Holders
Q1 2025	15,395	$3.74M	0.3%	−2,720−15.0%	Reduced	Holders
Q4 2024	18,115	$4.34M	0.4%	00.0%	Unchanged	Holders
Q3 2024	18,115	$3.82M	0.4%	−2,274−11.2%	Reduced	Holders
Q2 2024	20,389	$4.12M	0.4%	+4,456+28.0%	Added	Holders
Q1 2024	15,933	$3.19M	0.3%	−3,537−18.2%	Reduced	Holders
Q4 2023	19,470	$3.31M	0.4%	+4,177+27.3%	Added	Holders
Q3 2023	15,293	$2.22M	0.3%	−1,556−9.2%	Reduced	Holders
Q2 2023	16,849	$2.45M	0.3%	−1,143−6.4%	Reduced	Holders
Q1 2023	17,992	$2.34M	0.3%	+1,127+6.7%	Added	Holders
Q4 2022	16,865	$2.26M	0.4%	+8,646+105.2%	Added	Holders
Q3 2022	8,219	$859.0K	0.2%	+139+1.7%	Added	Holders
Q2 2022	8,080	$910.0K	0.2%	+531+7.0%	Added	Holders
Q1 2022	7,549	$1.03M	0.2%	−760−9.1%	Reduced	Holders
Q4 2021	8,309	$1.32M	0.2%	+184+2.3%	Added	Holders
Q3 2021	8,125	$1.33M	0.3%	−338−4.0%	Reduced	Holders
Q2 2021	8,463	$1.32M	0.3%	+2,172+34.5%	Added	Holders
Q1 2021	6,291	$958.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.