CAMV
JPM icon

Concord Asset Management (Virginia)’s JPMorgan Chase JPM Stock Holding History

Concord Asset Management (Virginia)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.13M Buy
27,642
+1,031
+4% +$313K 1.37% 19
2025
Q4 		$8.57M Buy
26,611
+556
+2% +$172K 1.49% 17
2025
Q3 		$8.22M Sell
26,055
-3,088
-11% -$918K 1.49% 19
2025
Q2 		$8.45M Buy
29,143
+2,379
+9% +$607K 1.27% 19
2025
Q1 		$6.45M Buy
26,764
+956
+4% +$244K 1.42% 18
2024
Q4 		$6.19M Sell
25,808
-1,271
-5% -$296K 1.36% 18
2024
Q3 		$5.71M Buy
27,079
+2,518
+10% +$530K 1.29% 20
2024
Q2 		$4.97M Buy
24,561
+2,674
+12% +$523K 1.23% 22
2024
Q1 		$4.38M Buy
21,887
+2,639
+14% +$476K 1.15% 23
2023
Q4 		$3.27M Buy
19,248
+5,245
+37% +$795K 0.96% 25
2023
Q3 		$2.03M Buy
14,003
+3,057
+28% +$458K 0.68% 28
2023
Q2 		$1.59M Buy
10,946
+2,339
+27% +$322K 0.56% 31
2023
Q1 		$1.12M Buy
8,607
+5,758
+202% +$789K 0.46% 31
2022
Q4 		$382K Buy
+2,849
New +$361K 0.26% 37

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concord Asset Management (Virginia)'s JPM Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, buying an estimated $313K and bringing the position to 27,642 shares worth $8.13M. The position accounts for 1.37% of the portfolio, ranked #19.

Concord Asset Management (Virginia) first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.57M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Concord Asset Management (Virginia) held 27,642 shares of JPMorgan Chase worth $8.13M as of Q1 2026.
  • Concord Asset Management (Virginia) bought 1,031 JPMorgan Chase shares in Q1 2026, an estimated $313K.
  • JPMorgan Chase made up 1.37% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #19 holding.
  • Concord Asset Management (Virginia) first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Concord Asset Management (Virginia)'s JPMorgan Chase position peaked at $8.57M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.