FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

Position in JPM — Jpmorgan Chase & Co

CIK 1342396 TOWSON, MD

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,155,774

-$559,442 QoQ

Shares Held

15,751

-11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#2,060

of 5,057 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 3% None 97%

Financial Services · as of Jun 30, 2026

FOUNDERS FINANCIAL SECURITIES LLC holds $8,915,546 across 5 Banks - Diversified names. JPM ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	15,751	$5,155,774
2	HSBC	Hsbc Holdings PLC	14,959	$1,422,451
3	WFC	Wells Fargo & Company/Mn	12,715	$1,050,767
4	BNY	Bank of New York Mellon Corp	5,594	$808,948
5	BAC	Bank Of America Corp /De/	8,382	$477,606

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,155,774	15,751	-11.2%	Shares	Defined	2026-07-31
2025-12-31	$5,715,216	17,737	+18.1%	Shares	Sole	2026-02-10
2025-09-30	$4,738,389	15,022	-1.9%	Shares	Sole	2025-10-15
2025-06-30	$4,438,232	15,309	-0.6%	Shares	Sole	2025-08-06
2025-03-31	$3,776,393	15,395	-15.0%	Shares	Sole	2025-05-12
2024-12-31	$4,342,346	18,115	0.0%	Shares	Sole	2025-02-10
2024-09-30	$3,819,728	18,115	-11.2%	Shares	Sole	2024-11-12
2024-06-30	$4,123,879	20,389	+28.0%	Shares	Sole	2024-08-02
2024-03-31	$3,191,379	15,933	-18.2%	Shares	Sole	2024-04-17
2023-12-31	$3,311,847	19,470	+27.3%	Shares	Sole	2024-02-06
2023-09-30	$2,217,790	15,293	-9.2%	Shares	Sole	2023-10-17
2023-06-30	$2,450,518	16,849	-6.4%	Shares	Sole	2023-08-11
2023-03-31	$2,344,537	17,992	+6.7%	Shares	Sole	2023-05-04
2022-12-31	$2,261,596	16,865	+105.2%	Shares	Sole	2023-02-08
2022-09-30	$858,885	8,219	+1.7%	Shares	Sole	2022-10-27
2022-06-30	$909,888	8,080	+7.0%	Shares	Sole	2022-07-27
2022-03-31	$1,029,079	7,549	-9.1%	Shares	Sole	2022-05-13
2021-12-31	$1,315,730	8,309	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$1,329,981	8,125	-4.0%	Shares	Sole	2021-11-15
2021-06-30	$1,316,335	8,463	+34.5%	Shares	Sole	2021-08-16
2021-03-31	$957,678	6,291	+96.5%	Shares	Sole	2021-05-14
2020-12-31	$406,878	3,202	-32.2%	Shares	Sole	2021-02-09
2020-06-30	$444,527	4,726	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.