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Concourse Financial Group Securities’s JPMorgan Chase JPM Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-26,916
Closed -$7.11M – 1126
2024
Q4 		$7.11M Buy
26,916
+857
+3% +$200K 0.4% 52
2024
Q3 		$5.49M Sell
26,059
-1,655
-6% -$349K 0.33% 68
2024
Q2 		$5.61M Sell
27,714
-821
-3% -$161K 0.35% 63
2024
Q1 		$5.72M Buy
28,535
+489
+2% +$88.2K 0.37% 58
2023
Q4 		$4.77M Buy
28,046
+441
+2% +$66.8K 0.34% 64
2023
Q3 		$4M Buy
27,605
+505
+2% +$75.7K 0.31% 76
2023
Q2 		$3.94M Buy
27,100
+717
+3% +$98.6K 0.3% 80
2023
Q1 		$3.44M Buy
26,383
+791
+3% +$108K 0.27% 87
2022
Q4 		$3.43M Sell
25,592
-79
-0.3% -$10K 0.28% 83
2022
Q3 		$2.68M Buy
25,671
+553
+2% +$63.5K 0.25% 94
2022
Q2 		$2.83M Buy
25,118
+2,180
+10% +$270K 0.24% 97
2022
Q1 		$3.13M Sell
22,938
-2,594
-10% -$383K 0.23% 96
2021
Q4 		$4.04M Sell
25,532
-1,488
-6% -$244K 0.23% 97
2021
Q3 		$4.42M Buy
27,020
+811
+3% +$127K 0.27% 81
2021
Q2 		$4.08M Buy
26,209
+1,616
+7% +$254K 0.26% 89
2021
Q1 		$3.74M Buy
24,593
+1,047
+4% +$151K 0.26% 84
2020
Q4 		$2.99M Buy
23,546
+750
+3% +$83.8K 0.22% 97
2020
Q3 		$2.19M Sell
22,796
-255
-1% -$25K 0.19% 111
2020
Q2 		$2.17M Buy
23,051
+6
+0% +$569 0.21% 100
2020
Q1 		$2.08M Buy
23,045
+1,497
+7% +$182K 0.23% 96
2019
Q4 		$3M Buy
21,548
+12,850
+148% +$1.65M 0.3% 71
2019
Q3 		$1.02M Sell
8,698
-11,621
-57% -$1.31M 0.26% 75
2019
Q2 		$2.27M Buy
20,319
+256
+1% +$28.2K 0.23% 81
2019
Q1 		$2.03M Buy
20,063
+2,879
+17% +$297K 0.21% 89
2018
Q4 		$1.68M Buy
17,184
+11,066
+181% +$1.18M 0.2% 98
2018
Q3 		$690K Buy
+6,118
New +$694K 0.19% 110

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Concourse Financial Group Securities's JPM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 26,916 shares — an estimated $7.11M sold.

Concourse Financial Group Securities first reported a position in JPM in Q3 2018 and held it in 26 quarters. The position peaked at $7.11M in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 26,916 JPMorgan Chase shares in Q1 2025, an estimated $7.11M.
  • Concourse Financial Group Securities first reported a position in JPMorgan Chase in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's JPMorgan Chase position peaked at $7.11M in Q4 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.