Concorde Asset Management’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
Q1 | $769K | Buy |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $786K | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $666K | Sell |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $752K | Buy |
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|
2022
Q1 | $810K | Buy |
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|
2021
Q4 | $854K | Sell |
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|
2021
Q3 | $853K | Buy |
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|
2021
Q2 | $770K | Sell |
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|
2021
Q1 | $997K | Buy |
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|
2020
Q4 | $837K | Sell |
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|
2020
Q3 | $754K | Buy |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $377K | Buy |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $392K | Sell |
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|
2018
Q4 | $437K | Sell |
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|
2018
Q3 | $714K | Sell |
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|
2018
Q2 | $800K | Buy |
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|
2018
Q1 | $826K | Buy |
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|
2017
Q4 | $758K | Sell |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $738K | Buy |
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|
2017
Q1 | $522K | Sell |
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|
2016
Q4 | $601K | Sell |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $440K | Buy |
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|
2016
Q1 | $226K | Buy |
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|
2015
Q4 | $240K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $485K | Sell |
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|
2015
Q1 | $481K | Buy |
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|
2014
Q4 | $264K | Buy |
|