CAM
Concorde Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $769K | Buy |
3,268
+46
| +1% | +$10.8K | 0.41% | 30 |
|
|
2024
Q4 | $772K | Buy |
3,222
+63
| +2% | +$15.1K | 0.4% | 40 |
|
|
2024
Q3 | $666K | Sell |
3,159
-144
| -4% | -$30.4K | 0.38% | 43 |
|
|
2024
Q2 | $668K | Sell |
3,303
-624
| -16% | -$126K | 0.41% | 39 |
|
|
2024
Q1 | $786K | Buy |
3,927
+653
| +20% | +$131K | 0.54% | 28 |
|
|
2023
Q4 | $555K | Buy |
3,274
+136
| +4% | +$23.1K | 0.38% | 45 |
|
|
2023
Q3 | $455K | Sell |
3,138
-1,106
| -26% | -$160K | 0.41% | 51 |
|
|
2023
Q2 | $666K | Sell |
4,244
-109
| -3% | -$17.1K | 0.61% | 31 |
|
|
2023
Q1 | $630K | Sell |
4,353
-755
| -15% | -$109K | 0.75% | 28 |
|
|
2022
Q4 | $791K | Sell |
5,108
-157
| -3% | -$24.3K | 0.7% | 40 |
|
|
2022
Q3 | $697K | Buy |
5,265
+13
| +0.2% | +$1.72K | 0.78% | 40 |
|
|
2022
Q2 | $752K | Buy |
5,252
+37
| +0.7% | +$5.3K | 1.13% | 23 |
|
|
2022
Q1 | $810K | Buy |
5,215
+18
| +0.3% | +$2.8K | 0.54% | 59 |
|
|
2021
Q4 | $854K | Sell |
5,197
-45
| -0.9% | -$7.4K | 0.51% | 73 |
|
|
2021
Q3 | $853K | Buy |
5,242
+441
| +9% | +$71.8K | 0.49% | 71 |
|
|
2021
Q2 | $770K | Sell |
4,801
-1,516
| -24% | -$243K | 0.43% | 70 |
|
|
2021
Q1 | $997K | Buy |
6,317
+554
| +10% | +$87.4K | 0.57% | 56 |
|
|
2020
Q4 | $837K | Sell |
5,763
-194
| -3% | -$28.2K | 0.47% | 56 |
|
|
2020
Q3 | $754K | Buy |
5,957
+1,697
| +40% | +$215K | 0.43% | 76 |
|
|
2020
Q2 | $568K | Buy |
+4,260
| New | +$568K | 0.48% | 51 |
|
|
2020
Q1 | – | Sell |
-2,705
| Closed | -$377K | – | 131 |
|
|
2019
Q4 | $377K | Buy |
2,705
+385
| +17% | +$53.7K | 0.26% | 91 |
|
|
2019
Q3 | $273K | Sell |
2,320
-1,191
| -34% | -$140K | 0.21% | 108 |
|
|
2019
Q2 | $394K | Sell |
3,511
-330
| -9% | -$37K | 0.23% | 130 |
|
|
2019
Q1 | $392K | Sell |
3,841
-636
| -14% | -$64.9K | 0.25% | 127 |
|
|
2018
Q4 | $437K | Sell |
4,477
-1,842
| -29% | -$180K | 0.37% | 92 |
|
|
2018
Q3 | $714K | Sell |
6,319
-1,362
| -18% | -$154K | 0.7% | 44 |
|
|
2018
Q2 | $800K | Buy |
7,681
+299
| +4% | +$31.1K | 0.91% | 28 |
|
|
2018
Q1 | $826K | Buy |
7,382
+292
| +4% | +$32.7K | 1.01% | 27 |
|
|
2017
Q4 | $758K | Sell |
7,090
-5,389
| -43% | -$576K | 0.96% | 25 |
|
|
2017
Q3 | $1.19M | Buy |
12,479
+4,401
| +54% | +$421K | 1.03% | 25 |
|
|
2017
Q2 | $738K | Buy |
8,078
+2,125
| +36% | +$194K | 1% | 24 |
|
|
2017
Q1 | $522K | Sell |
5,953
-1,024
| -15% | -$89.8K | 0.86% | 35 |
|
|
2016
Q4 | $601K | Sell |
6,977
-235
| -3% | -$20.2K | 1.08% | 28 |
|
|
2016
Q3 | $480K | Buy |
7,212
+147
| +2% | +$9.78K | 0.6% | 56 |
|
|
2016
Q2 | $440K | Buy |
7,065
+3,245
| +85% | +$202K | 0.44% | 52 |
|
|
2016
Q1 | $226K | Buy |
3,820
+203
| +6% | +$12K | 0.26% | 92 |
|
|
2015
Q4 | $240K | Buy |
+3,617
| New | +$240K | 0.27% | 90 |
|
|
2015
Q3 | – | Sell |
-7,358
| Closed | -$485K | – | 111 |
|
|
2015
Q2 | $485K | Sell |
7,358
-309
| -4% | -$20.4K | 0.62% | 43 |
|
|
2015
Q1 | $481K | Buy |
7,667
+2,947
| +62% | +$185K | 0.55% | 44 |
|
|
2014
Q4 | $264K | Buy |
+4,720
| New | +$264K | 0.33% | 72 |
|