CAMV
Concord Asset Management (Virginia)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
29,143
+2,379
| +9% | +$690K | 1.27% | 19 |
|
|
2025
Q1 | $6.45M | Buy |
26,764
+956
| +4% | +$230K | 1.42% | 18 |
|
|
2024
Q4 | $6.19M | Sell |
25,808
-1,271
| -5% | -$305K | 1.36% | 18 |
|
|
2024
Q3 | $5.71M | Buy |
27,079
+2,518
| +10% | +$531K | 1.29% | 20 |
|
|
2024
Q2 | $4.97M | Buy |
24,561
+2,674
| +12% | +$541K | 1.23% | 22 |
|
|
2024
Q1 | $4.38M | Buy |
21,887
+2,639
| +14% | +$529K | 1.15% | 23 |
|
|
2023
Q4 | $3.27M | Buy |
19,248
+5,245
| +37% | +$892K | 0.96% | 25 |
|
|
2023
Q3 | $2.03M | Buy |
14,003
+3,057
| +28% | +$443K | 0.68% | 28 |
|
|
2023
Q2 | $1.59M | Buy |
10,946
+2,339
| +27% | +$340K | 0.56% | 31 |
|
|
2023
Q1 | $1.12M | Buy |
8,607
+5,758
| +202% | +$750K | 0.46% | 31 |
|
|
2022
Q4 | $382K | Buy |
+2,849
| New | +$382K | 0.26% | 37 |
|