Concorde Financial’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 | $8.86M | Buy |
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|
2025
Q1 | $7.48M | Sell |
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|
2024
Q4 | $7.41M | Sell |
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|
2024
Q3 | $6.72M | Buy |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $7.41M | Sell |
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|
2023
Q4 | $6.58M | Buy |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $6.72M | Sell |
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|
2023
Q1 | $6.09M | Buy |
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|
2022
Q4 | $3.96M | Hold |
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|
2022
Q3 | $3.96M | Buy |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $3.84M | Buy |
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|
2021
Q4 | $5.08M | Buy |
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