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Disclosery

Founders Financial Alliance, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Founders Financial Alliance, LLC on JPM, newest first. How the timeline and the estimate are built.

Founders Financial Alliance, LLC held 31,144 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,144 shares
    Change vs previous 13F +281 shares

    1.35% of the 13F portfolio, value $10,194,576.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,863 shares
    Change vs previous 13F +9 shares

    1.64% of the 13F portfolio, value $9,078,427.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,854 shares
    Change vs previous 13F +2,600 shares

    1.88% of the 13F portfolio, value $9,941,728.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,254 shares
    Change vs previous 13F +359 shares

    1.68% of the 13F portfolio, value $8,912,354.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,895 shares
    Change vs previous 13F +385 shares

    1.84% of the 13F portfolio, value $8,087,106.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,510 shares
    Change vs previous 13F +1,310 shares

    1.64% of the 13F portfolio, value $6,748,378.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,200 shares
    Change vs previous 13F +4,096 shares

    1.73% of the 13F portfolio, value $6,280,333.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,104 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $4,660,839.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).