Founders Capital Management

Position in JPM — Jpmorgan Chase & Co

CIK 1704300 HOUSTON, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$10,785,523

+$1,128,251 QoQ

Shares Held

32,950

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.40%

of 13F equity value

Holder Rank

#1,388

of 5,057 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Founders Capital Management holds $11,077,305 across 4 Banks - Diversified names. JPM ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	32,950	$10,785,523
2	C	Citigroup Inc	900	$125,964
3	BAC	Bank Of America Corp /De/	1,731	$98,632
4	WFC	Wells Fargo & Company/Mn	813	$67,186

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,785,523	32,950	+0.4%	Shares	Sole	2026-07-21
2026-03-31	$9,657,272	32,830	-1.9%	Shares	Sole	2026-04-21
2025-12-31	$10,785,992	33,474	-2.1%	Shares	Sole	2026-01-15
2025-09-30	$10,782,974	34,185	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$9,954,639	34,337	-1.1%	Shares	Sole	2025-07-18
2025-03-31	$8,513,381	34,706	-1.5%	Shares	Sole	2025-04-08
2024-12-31	$8,442,825	35,221	-2.1%	Shares	Sole	2025-01-13
2024-09-30	$7,589,273	35,992	+0.5%	Shares	Sole	2024-10-07
2024-06-30	$7,242,728	35,809	-1.1%	Shares	Sole	2024-07-10
2024-03-31	$7,248,656	36,189	-1.8%	Shares	Sole	2024-04-10
2023-12-31	$6,271,246	36,868	-0.3%	Shares	Sole	2024-01-08
2023-09-30	$5,364,724	36,993	+1.1%	Shares	Sole	2023-10-10
2023-06-30	$5,324,267	36,608	-3.1%	Shares	Sole	2023-07-07
2023-03-31	$4,921,287	37,766	-0.1%	Shares	Sole	2023-04-12
2022-12-31	$5,071,796	37,821	+0.2%	Shares	Sole	2023-01-09
2022-09-30	$3,945,293	37,754	+2.6%	Shares	Sole	2022-10-06
2022-06-30	$4,144,160	36,801	+43.9%	Shares	Sole	2022-07-20
2022-03-31	$3,485,157	25,566	0.0%	Shares	Sole	2022-04-07
2021-12-31	$4,048,376	25,566	-2.6%	Shares	Sole	2022-01-21
2021-09-30	$4,297,189	26,252	+3.1%	Shares	Sole	2021-10-12
2021-06-30	$3,959,426	25,456	-0.3%	Shares	Sole	2021-07-15
2021-03-31	$3,885,975	25,527	+0.1%	Shares	Sole	2021-06-09
2020-12-31	$3,240,666	25,503	+134.2%	Shares	Sole	2021-01-12
2020-03-31	$980,246	10,888	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.