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Concord Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Concord Wealth Partners’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 		$10.1M Buy
30,997
+224
+0.7% +$69.6K 1.16% 23
2026
Q1 		$9.05M Buy
30,773
+742
+2% +$225K 1.17% 22
2025
Q4 		$9.68M Buy
30,031
+833
+3% +$258K 1.26% 19
2025
Q3 		$9.21M Buy
29,198
+55
+0.2% +$16.4K 1.27% 18
2025
Q2 		$8.45M Buy
29,143
+77
+0.3% +$19.6K 1.23% 19
2025
Q1 		$7.13M Sell
29,066
-1,374
-5% -$350K 1.17% 21
2024
Q4 		$7.3M Sell
30,440
-601
-2% -$140K 1.2% 21
2024
Q3 		$6.55M Buy
31,041
+1,795
+6% +$378K 1.09% 23
2024
Q2 		$5.92M Buy
29,246
+1,519
+5% +$297K 1.04% 24
2024
Q1 		$5.55M Buy
27,727
+5,858
+27% +$1.06M 1% 25
2023
Q4 		$3.72M Buy
21,869
+2,455
+13% +$372K 0.74% 32
2023
Q3 		$2.82M Buy
19,414
+2,457
+14% +$368K 0.6% 32
2023
Q2 		$2.47M Buy
16,957
+5,956
+54% +$819K 0.53% 35
2023
Q1 		$1.43M Buy
11,001
+2,696
+32% +$369K 0.41% 37
2022
Q4 		$1.11M Sell
8,305
-5,531
-40% -$701K 0.33% 42
2022
Q3 		$1.45M Buy
13,836
+197
+1% +$22.6K 0.46% 39
2022
Q2 		$1.54M Buy
13,639
+1,366
+11% +$169K 0.42% 38
2022
Q1 		$1.67M Buy
12,273
+776
+7% +$115K 0.43% 32
2021
Q4 		$1.82M Buy
11,497
+7,169
+166% +$1.18M 0.45% 31
2021
Q3 		$708K Sell
4,328
-5,324
-55% -$835K 0.29% 26
2021
Q2 		$1.5M Buy
9,652
+902
+10% +$142K 0.43% 22
2021
Q1 		$1.33M Buy
8,750
+4,447
+103% +$640K 0.45% 22
2020
Q4 		$547K Buy
+4,303
New +$481K 0.42% 30

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Concord Wealth Partners's JPM Position: Q2 2026 in Review

Concord Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.73% in Q2 2026, buying an estimated $69.6K and bringing the position to 30,997 shares worth $10.1M. The position accounts for 1.16% of the portfolio, ranked #23.

Concord Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Concord Wealth Partners held 30,997 shares of JPMorgan Chase worth $10.1M as of Q2 2026.
  • Concord Wealth Partners bought 224 JPMorgan Chase shares in Q2 2026, an estimated $69.6K.
  • JPMorgan Chase made up 1.16% of Concord Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Concord Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.