Concord Wealth Partners’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 | $7.13M | Sell |
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|
2024
Q4 | $7.3M | Sell |
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|
2024
Q3 | $6.55M | Buy |
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|
2024
Q2 | $5.92M | Buy |
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|
2024
Q1 | $5.55M | Buy |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | $708K | Sell |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $547K | Buy |
|