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FOUNDERS FINANCIAL SECURITIES LLC → JPM-PM
FOUNDERS FINANCIAL SECURITIES LLC JPM-PM Position History
JPM-PM
Quarters held
51
Latest value
$2.5M
Q3 2026
Peak value
$29.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.7M |
| Q4 2025 | $8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $3.4M |
| Q4 2025 | $8.1M |
| Q4 2025 | $1.6M |
| Q4 2025 | $21.3M |
| Q4 2025 | $3.3M |
| Q4 2025 | $1M |
| Q4 2025 | $11.2M |
| Q4 2025 | $4.2M |
| Q1 2026 | $4.9M |
| Q1 2026 | $4.9M |
| Q1 2026 | $8.8M |
| Q1 2026 | $8.8M |
| Q1 2026 | $2M |
| Q1 2026 | $2M |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $9.6M |
| Q1 2026 | $9.6M |
| Q1 2026 | $256K |
| Q1 2026 | $256K |
| Q1 2026 | $23.8M |
| Q1 2026 | $23.8M |
| Q1 2026 | $3.6M |
| Q1 2026 | $3.6M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $10M |
| Q1 2026 | $10M |
| Q1 2026 | $3.8M |
| Q1 2026 | $3.8M |
| Q2 2026 | $5.2M |
| Q2 2026 | $9.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $10.2M |
| Q2 2026 | $27.7M |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $10.2M |
| Q2 2026 | $2.6M |
| Q3 2026 | $5M |
| Q3 2026 | $9.5M |
| Q3 2026 | $1.2M |
| Q3 2026 | $10.2M |
| Q3 2026 | $29.2M |
| Q3 2026 | $2.9M |
| Q3 2026 | $1.3M |
| Q3 2026 | $10.2M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 23.5K | — | — |
| Q3 2026 | $10.2M | 183.8K | — | — |
| Q3 2026 | $1.3M | 25.5K | — | — |
| Q3 2026 | $2.9M | 38.9K | — | — |
| Q3 2026 | $29.2M | 652.0K | — | — |
| Q3 2026 | $10.2M | 214.5K | — | — |
| Q3 2026 | $1.2M | 21.9K | — | — |
| Q3 2026 | $9.5M | 212.5K | — | — |
| Q3 2026 | $5M | 15.3K | — | — |
| Q2 2026 | $2.6M | 23.6K | — | — |
| Q2 2026 | $10.2M | 184.9K | — | — |
| Q2 2026 | $1.2M | 23.5K | — | — |
| Q2 2026 | $4.1M | 56.9K | — | — |
| Q2 2026 | $27.7M | 589.6K | — | — |
| Q2 2026 | $10.2M | 201.9K | — | — |
| Q2 2026 | $2.3M | 40.1K | — | — |
| Q2 2026 | $9.5M | 205.5K | — | — |
| Q2 2026 | $5.2M | 15.8K | — | — |
| Q1 2026 | $3.8M | 45.3K | — | — |
| Q1 2026 | $3.8M | 45.3K | — | — |
| Q1 2026 | $10M | 185.8K | — | — |
| Q1 2026 | $10M | 185.8K | — | — |
| Q1 2026 | $1.2M | 24.4K | — | — |
| Q1 2026 | $1.2M | 24.4K | — | — |
| Q1 2026 | $3.6M | 57.0K | — | — |
| Q1 2026 | $3.6M | 57.0K | — | — |
| Q1 2026 | $23.8M | 505.2K | — | — |
| Q1 2026 | $23.8M | 505.2K | — | — |
| Q1 2026 | $256K | 5.0K | — | — |
| Q1 2026 | $256K | 5.0K | — | — |
| Q1 2026 | $9.6M | 190.8K | — | — |
| Q1 2026 | $9.6M | 190.8K | — | — |
| Q1 2026 | $2.4M | 40.9K | — | — |
| Q1 2026 | $2.4M | 40.9K | — | — |
| Q1 2026 | $2M | 25.8K | — | — |
| Q1 2026 | $2M | 25.8K | — | — |
| Q1 2026 | $8.8M | 189.9K | — | — |
| Q1 2026 | $8.8M | 189.9K | — | — |
| Q1 2026 | $4.9M | 15.7K | — | — |
| Q1 2026 | $4.9M | 15.7K | — | — |
| Q4 2025 | $4.2M | 46.8K | — | — |
| Q4 2025 | $11.2M | 214.1K | — | — |
| Q4 2025 | $1M | 20.4K | — | — |
| Q4 2025 | $3.3M | 52.5K | — | — |
| Q4 2025 | $21.3M | 450.5K | — | — |
| Q4 2025 | $1.6M | 31.0K | — | — |
| Q4 2025 | $8.1M | 160.0K | — | — |
| Q4 2025 | $3.4M | 58.7K | — | — |
| Q4 2025 | $1.8M | 25.0K | — | — |
| Q4 2025 | $8M | 173.0K | — | — |
| Q4 2025 | $5.7M | 17.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B