Concord Asset Management (Virginia)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
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|
2025
Q1 | $6.45M | Buy |
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|
2024
Q4 | $6.19M | Sell |
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|
2024
Q3 | $5.71M | Buy |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $4.38M | Buy |
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|
2023
Q4 | $3.27M | Buy |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $382K | Buy |
|