CFGS
Concourse Financial Group Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,916
| Closed | -$7.11M | – | 4379 |
|
|
2024
Q4 | $7.11M | Buy |
26,916
+857
| +3% | +$226K | 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% | -$166K | 0.35% | 63 |
|
|
2024
Q1 | $5.72M | Buy |
28,535
+489
| +2% | +$97.9K | 0.37% | 58 |
|
|
2023
Q4 | $4.77M | Buy |
28,046
+441
| +2% | +$75K | 0.34% | 64 |
|
|
2023
Q3 | $4M | Buy |
27,605
+505
| +2% | +$73.2K | 0.31% | 76 |
|
|
2023
Q2 | $3.94M | Buy |
27,100
+717
| +3% | +$104K | 0.3% | 80 |
|
|
2023
Q1 | $3.44M | Buy |
26,383
+791
| +3% | +$103K | 0.27% | 87 |
|
|
2022
Q4 | $3.43M | Sell |
25,592
-79
| -0.3% | -$10.6K | 0.28% | 83 |
|
|
2022
Q3 | $2.68M | Buy |
25,671
+553
| +2% | +$57.8K | 0.25% | 94 |
|
|
2022
Q2 | $2.83M | Buy |
25,118
+2,180
| +10% | +$245K | 0.24% | 97 |
|
|
2022
Q1 | $3.13M | Sell |
22,938
-2,594
| -10% | -$354K | 0.23% | 96 |
|
|
2021
Q4 | $4.04M | Sell |
25,532
-1,488
| -6% | -$236K | 0.23% | 97 |
|
|
2021
Q3 | $4.42M | Buy |
27,020
+811
| +3% | +$133K | 0.27% | 81 |
|
|
2021
Q2 | $4.08M | Buy |
26,209
+1,616
| +7% | +$251K | 0.26% | 89 |
|
|
2021
Q1 | $3.74M | Buy |
24,593
+1,047
| +4% | +$159K | 0.26% | 84 |
|
|
2020
Q4 | $2.99M | Buy |
23,546
+750
| +3% | +$95.3K | 0.22% | 97 |
|
|
2020
Q3 | $2.2M | Sell |
22,796
-255
| -1% | -$24.6K | 0.19% | 111 |
|
|
2020
Q2 | $2.17M | Buy |
23,051
+6
| +0% | +$564 | 0.21% | 100 |
|
|
2020
Q1 | $2.08M | Buy |
23,045
+1,497
| +7% | +$135K | 0.23% | 96 |
|
|
2019
Q4 | $3M | Buy |
21,548
+12,850
| +148% | +$1.79M | 0.3% | 71 |
|
|
2019
Q3 | $1.02M | Sell |
8,698
-11,621
| -57% | -$1.37M | 0.26% | 74 |
|
|
2019
Q2 | $2.27M | Buy |
20,319
+256
| +1% | +$28.6K | 0.23% | 81 |
|
|
2019
Q1 | $2.03M | Buy |
20,063
+2,879
| +17% | +$291K | 0.21% | 89 |
|
|
2018
Q4 | $1.68M | Buy |
17,184
+11,066
| +181% | +$1.08M | 0.2% | 98 |
|
|
2018
Q3 | $690K | Buy |
+6,118
| New | +$690K | 0.19% | 110 |
|