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Concorde Financial’s JPMorgan Chase JPM Stock Holding History

Concorde Financial’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
Q1 		$8.66M Buy
29,446
+347
+1% +$105K 6.8% 3
2025
Q4 		$9.16M Sell
29,099
-644
-2% -$199K 7.1% 1
2025
Q3 		$9.38M Sell
29,743
-804
-3% -$239K 5.2% 3
2025
Q2 		$8.86M Buy
30,547
+63
+0.2% +$16.1K 5.24% 3
2025
Q1 		$7.48M Sell
30,484
-410
-1% -$105K 4.12% 5
2024
Q4 		$7.41M Sell
30,894
-986
-3% -$230K 4.41% 4
2024
Q3 		$6.72M Buy
31,880
+2,066
+7% +$435K 3.96% 5
2024
Q2 		$6.03M Sell
29,814
-7,202
-19% -$1.41M 3.96% 8
2024
Q1 		$7.41M Sell
37,016
-1,689
-4% -$305K 6.74% 4
2023
Q4 		$6.58M Buy
38,705
+32,705
+545% +$4.96M 4.51% 4
2023
Q3 		$870K Sell
6,000
-40,186
-87% -$6.02M 1.48% 13
2023
Q2 		$6.72M Sell
46,186
-577
-1% -$79.4K 4.4% 4
2023
Q1 		$6.09M Buy
46,763
+8,864
+23% +$1.21M 4.44% 6
2022
Q4 		$3.96M Hold
37,899
– – 2.67% 14
2022
Q3 		$3.96M Buy
37,899
+250
+0.7% +$28.7K 2.67% 14
2022
Q2 		$4.24M Buy
37,649
+6,225
+20% +$771K 4.74% 6
2022
Q1 		$3.84M Buy
31,424
+865
+3% +$128K 2.36% 19
2021
Q4 		$5.08M Buy
+30,559
New +$5.02M 3.2% 11

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concorde Financial's JPM Position: Q1 2026 in Review

Concorde Financial increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $105K and bringing the position to 29,446 shares worth $8.66M. The position accounts for 6.8% of the portfolio, ranked #3.

Concorde Financial first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.38M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Concorde Financial held 29,446 shares of JPMorgan Chase worth $8.66M as of Q1 2026.
  • Concorde Financial bought 347 JPMorgan Chase shares in Q1 2026, an estimated $105K.
  • JPMorgan Chase made up 6.8% of Concorde Financial's portfolio in Q1 2026, its #3 holding.
  • Concorde Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Concorde Financial's JPMorgan Chase position peaked at $9.38M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Concorde Financial's 13F filing for Q1 2026, filed 15 May 2026.