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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $774K | Sell |
2,631
-564
| -18% | -$171K | 0.38% | 58 |
|
|
2025
Q4 | $1.03M | Sell |
3,195
-58
| -2% | -$18K | 0.41% | 46 |
|
|
2025
Q3 | $1M | Buy |
+3,253
| New | +$967K | 0.42% | 48 |
|
|
2025
Q1 | $769K | Buy |
3,268
+46
| +1% | +$11.7K | 0.41% | 30 |
|
|
2024
Q4 | $772K | Buy |
3,222
+63
| +2% | +$14.7K | 0.4% | 40 |
|
|
2024
Q3 | $666K | Sell |
3,159
-144
| -4% | -$30.3K | 0.38% | 43 |
|
|
2024
Q2 | $668K | Sell |
3,303
-624
| -16% | -$122K | 0.41% | 39 |
|
|
2024
Q1 | $786K | Buy |
3,927
+653
| +20% | +$118K | 0.54% | 28 |
|
|
2023
Q4 | $555K | Buy |
3,274
+136
| +4% | +$20.6K | 0.38% | 45 |
|
|
2023
Q3 | $455K | Sell |
3,138
-1,106
| -26% | -$166K | 0.41% | 51 |
|
|
2023
Q2 | $666K | Sell |
4,244
-109
| -3% | -$15K | 0.61% | 31 |
|
|
2023
Q1 | $630K | Sell |
4,353
-755
| -15% | -$103K | 0.75% | 28 |
|
|
2022
Q4 | $791K | Sell |
5,108
-157
| -3% | -$19.9K | 0.7% | 40 |
|
|
2022
Q3 | $697K | Buy |
5,265
+13
| +0.2% | +$1.49K | 0.78% | 40 |
|
|
2022
Q2 | $752K | Buy |
5,252
+37
| +0.7% | +$4.58K | 1.13% | 23 |
|
|
2022
Q1 | $810K | Buy |
5,215
+18
| +0.3% | +$2.66K | 0.54% | 59 |
|
|
2021
Q4 | $854K | Sell |
5,197
-45
| -0.9% | -$7.39K | 0.51% | 73 |
|
|
2021
Q3 | $853K | Buy |
5,242
+441
| +9% | +$69.1K | 0.49% | 71 |
|
|
2021
Q2 | $770K | Sell |
4,801
-1,516
| -24% | -$238K | 0.43% | 70 |
|
|
2021
Q1 | $997K | Buy |
6,317
+554
| +10% | +$79.7K | 0.57% | 56 |
|
|
2020
Q4 | $837K | Sell |
5,763
-194
| -3% | -$21.7K | 0.47% | 56 |
|
|
2020
Q3 | $754K | Buy |
5,957
+1,697
| +40% | +$167K | 0.43% | 76 |
|
|
2020
Q2 | $568K | Buy |
+4,260
| New | +$404K | 0.48% | 51 |
|
|
2020
Q1 | – | Sell |
-2,705
| Closed | -$377K | – | 131 |
|
|
2019
Q4 | $377K | Buy |
2,705
+385
| +17% | +$49.4K | 0.26% | 91 |
|
|
2019
Q3 | $273K | Sell |
2,320
-1,191
| -34% | -$135K | 0.21% | 108 |
|
|
2019
Q2 | $394K | Sell |
3,511
-330
| -9% | -$36.4K | 0.23% | 130 |
|
|
2019
Q1 | $392K | Sell |
3,841
-636
| -14% | -$65.5K | 0.25% | 127 |
|
|
2018
Q4 | $437K | Sell |
4,477
-1,842
| -29% | -$196K | 0.37% | 92 |
|
|
2018
Q3 | $714K | Sell |
6,319
-1,362
| -18% | -$155K | 0.7% | 44 |
|
|
2018
Q2 | $800K | Buy |
7,681
+299
| +4% | +$32.8K | 0.91% | 28 |
|
|
2018
Q1 | $826K | Buy |
7,382
+292
| +4% | +$33.1K | 1.01% | 27 |
|
|
2017
Q4 | $758K | Sell |
7,090
-5,389
| -43% | -$546K | 0.96% | 25 |
|
|
2017
Q3 | $1.19M | Buy |
12,479
+4,401
| +54% | +$406K | 1.03% | 25 |
|
|
2017
Q2 | $738K | Buy |
8,078
+2,125
| +36% | +$183K | 1% | 24 |
|
|
2017
Q1 | $522K | Sell |
5,953
-1,024
| -15% | -$90.3K | 0.86% | 35 |
|
|
2016
Q4 | $601K | Sell |
6,977
-235
| -3% | -$17.9K | 1.08% | 28 |
|
|
2016
Q3 | $480K | Buy |
7,212
+147
| +2% | +$9.59K | 0.6% | 56 |
|
|
2016
Q2 | $440K | Buy |
7,065
+3,245
| +85% | +$203K | 0.44% | 52 |
|
|
2016
Q1 | $226K | Buy |
3,820
+203
| +6% | +$11.9K | 0.26% | 92 |
|
|
2015
Q4 | $240K | Buy |
+3,617
| New | +$236K | 0.27% | 90 |
|
|
2015
Q3 | – | Sell |
-7,358
| Closed | -$485K | – | 111 |
|
|
2015
Q2 | $485K | Sell |
7,358
-309
| -4% | -$20.2K | 0.62% | 43 |
|
|
2015
Q1 | $481K | Buy |
7,667
+2,947
| +62% | +$175K | 0.55% | 44 |
|
|
2014
Q4 | $264K | Buy |
+4,720
| New | +$284K | 0.33% | 72 |
|
Other funds holding JPM
VCM
VPM
Concorde Asset Management's JPM Position: Q1 2026 in Review
Concorde Asset Management reduced its JPMorgan Chase (JPM) stake by 18% in Q1 2026, selling an estimated $171K and leaving 2,631 shares worth $774K. The position accounts for 0.38% of the portfolio, ranked #58.
Concorde Asset Management first reported a position in JPM in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.19M in Q3 2017. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Concorde Asset Management held 2,631 shares of JPMorgan Chase worth $774K as of Q1 2026.
- Concorde Asset Management sold 564 JPMorgan Chase shares in Q1 2026, an estimated $171K.
- JPMorgan Chase made up 0.38% of Concorde Asset Management's portfolio in Q1 2026, its #58 holding.
- Concorde Asset Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 43 quarters since.
- Concorde Asset Management's JPMorgan Chase position peaked at $1.19M in Q3 2017.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.