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 Q2	$8.89M	Sell	27,164 -478	-2%	-$148K	1.38%	19
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concord Asset Management (Virginia)'s JPM Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $148K and leaving 27,164 shares worth $8.89M. The position accounts for 1.38% of the portfolio, ranked #19.

Concord Asset Management (Virginia) first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Concord Asset Management (Virginia) held 27,164 shares of JPMorgan Chase worth $8.89M as of Q2 2026.
Concord Asset Management (Virginia) sold 478 JPMorgan Chase shares in Q2 2026, an estimated $148K.
JPMorgan Chase made up 1.38% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #19 holding.
Concord Asset Management (Virginia) first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.