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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
Q2 		$12M Sell
36,656
-17
-0% -$5.28K 3.28% 10
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concord Investment Counsel's JPM Position: Q2 2026 in Review

Concord Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, selling an estimated $5.28K and leaving 36,656 shares worth $12M. The position accounts for 3.28% of the portfolio, ranked #10.

Concord Investment Counsel first reported a position in JPM in Q1 2024 and has held it in 5 quarters since. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Concord Investment Counsel held 36,656 shares of JPMorgan Chase worth $12M as of Q2 2026.
  • Concord Investment Counsel sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 3.28% of Concord Investment Counsel's portfolio in Q2 2026, its #10 holding.
  • Concord Investment Counsel first reported a position in JPMorgan Chase in Q1 2024 and has held it in 5 quarters since.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.