Concorde Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Buy |
30,547
+63
| +0.2% | +$18.3K | 5.24% | 3 |
|
|
2025
Q1 | $7.48M | Sell |
30,484
-410
| -1% | -$101K | 4.12% | 5 |
|
|
2024
Q4 | $7.41M | Sell |
30,894
-986
| -3% | -$236K | 4.41% | 4 |
|
|
2024
Q3 | $6.72M | Buy |
31,880
+2,066
| +7% | +$436K | 3.96% | 5 |
|
|
2024
Q2 | $6.03M | Sell |
29,814
-7,202
| -19% | -$1.46M | 3.96% | 8 |
|
|
2024
Q1 | $7.41M | Sell |
37,016
-1,689
| -4% | -$338K | 6.74% | 4 |
|
|
2023
Q4 | $6.58M | Buy |
38,705
+32,705
| +545% | +$5.56M | 4.51% | 4 |
|
|
2023
Q3 | $870K | Sell |
6,000
-40,186
| -87% | -$5.83M | 1.48% | 13 |
|
|
2023
Q2 | $6.72M | Sell |
46,186
-577
| -1% | -$83.9K | 4.4% | 4 |
|
|
2023
Q1 | $6.09M | Buy |
46,763
+8,864
| +23% | +$1.16M | 4.44% | 6 |
|
|
2022
Q4 | $3.96M | Hold |
37,899
| – | – | 2.67% | 14 |
|
|
2022
Q3 | $3.96M | Buy |
37,899
+250
| +0.7% | +$26.1K | 2.67% | 14 |
|
|
2022
Q2 | $4.24M | Buy |
37,649
+6,225
| +20% | +$701K | 4.74% | 6 |
|
|
2022
Q1 | $3.84M | Buy |
31,424
+865
| +3% | +$106K | 2.36% | 19 |
|
|
2021
Q4 | $5.09M | Buy |
+30,559
| New | +$5.09M | 3.2% | 11 |
|