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Concord Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Concord Investment Counsel’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 		$10.8M Sell
36,673
-275
-0.7% -$83.5K 3.63% 10
2025
Q4 		$11.9M Sell
36,948
-974
-3% -$302K 3.87% 10
2025
Q3 		$12M Buy
+37,922
New +$11.3M 3.8% 10
2024
Q1 		$8.38M Buy
+41,836
New +$7.55M 3.02% 13

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 Investment Counsel's JPM Position: Q1 2026 in Review

Concord Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.74% in Q1 2026, selling an estimated $83.5K and leaving 36,673 shares worth $10.8M. The position accounts for 3.63% of the portfolio, ranked #10.

Concord Investment Counsel first reported a position in JPM in Q1 2024 and has held it in 4 quarters since. The position peaked at $12M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Concord Investment Counsel held 36,673 shares of JPMorgan Chase worth $10.8M as of Q1 2026.
  • Concord Investment Counsel sold 275 JPMorgan Chase shares in Q1 2026, an estimated $83.5K.
  • JPMorgan Chase made up 3.63% of Concord Investment Counsel's portfolio in Q1 2026, its #10 holding.
  • Concord Investment Counsel first reported a position in JPMorgan Chase in Q1 2024 and has held it in 4 quarters since.
  • Concord Investment Counsel's JPMorgan Chase position peaked at $12M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.