Founders Financial Alliance, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1832190 RALEIGH, NC

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$10,194,365

+$1,115,705 QoQ

Shares Held

31,144

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.54%

of 13F equity value

Holder Rank

#1,425

of 5,058 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $15,933,147 across 6 Banks - Diversified names. JPM ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	31,144	$10,194,365
2	RY	Royal Bank Of Canada	10,307	$2,133,239
3	BAC	Bank Of America Corp /De/	30,916	$1,761,593
4	C	Citigroup Inc	6,915	$967,823
5	WFC	Wells Fargo & Company/Mn	6,871	$567,819
6	BNY	Bank of New York Mellon Corp	2,132	$308,308

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,194,365	31,144	+0.9%	Shares	Sole	2026-08-04
2026-03-31	$9,078,660	30,863	+0.0%	Shares	Sole	2026-05-11
2025-12-31	$9,941,775	30,854	+9.2%	Shares	Sole	2026-02-12
2025-09-30	$8,912,159	28,254	+1.3%	Shares	Sole	2025-11-07
2025-06-30	$8,087,039	27,895	+1.4%	Shares	Sole	2025-08-12
2025-03-31	$6,748,203	27,510	+5.0%	Shares	Sole	2025-05-12
2024-12-31	$6,280,402	26,200	+18.5%	Shares	Sole	2025-02-07
2024-09-30	$4,660,849	22,104	-3.9%	Shares	Sole	2024-11-01
2024-06-30	$4,654,609	23,013	-6.6%	Shares	Sole	2024-08-26
2024-03-31	$4,935,792	24,642	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$4,259,304	25,040	-0.2%	Shares	Sole	2024-02-09
2023-09-30	$3,638,406	25,089	-4.2%	Shares	Sole	2023-11-13
2023-06-30	$3,809,800	26,195	+18.9%	Shares	Sole	2023-08-11
2023-03-31	$2,870,729	22,030	-14.0%	Shares	Sole	2023-05-15
2022-12-31	$3,433,630	25,605	+13.3%	Shares	Sole	2023-02-15
2022-09-30	$2,361,804	22,601	+4.9%	Shares	Sole	2022-11-14
2022-06-30	$2,426,632	21,549	-1.8%	Shares	Sole	2022-08-15
2022-03-31	$2,990,451	21,937	-1.7%	Shares	Sole	2022-05-12
2021-12-31	$3,534,055	22,318	+2.4%	Shares	Sole	2022-02-14
2021-09-30	$3,567,125	21,792	+2.8%	Shares	Sole	2021-11-15
2021-06-30	$3,296,781	21,196	+1.0%	Shares	Sole	2021-08-02
2021-03-31	$3,196,029	20,995	+10.7%	Shares	Sole	2021-05-14
2020-12-31	$2,409,476	18,962	-1.1%	Shares	Sole	2021-02-04
2020-09-30	$1,845,673	19,172	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.