JPMorgan Chase & Co. shares owned by Concorde Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Concorde Asset Management
from 13F filings
Historical chart of Concorde Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $555k | 3.3k | 169.55 |
| 2023-09-30 | $455k | 3.1k | 145.02 |
| 2023-06-30 | $617k | 4.2k | 145.44 |
| 2023-03-31 | $567k | 4.4k | 130.31 |
| 2022-12-31 | $685k | 5.1k | 134.12 |
| 2022-09-30 | $551k | 5.3k | 104.57 |
| 2022-06-30 | $613k | 5.3k | 116.67 |
| 2022-03-31 | $710k | 5.2k | 136.16 |
| 2021-12-31 | $823k | 5.2k | 158.39 |
| 2021-09-30 | $858k | 5.2k | 163.76 |
| 2021-06-30 | $747k | 4.8k | 155.51 |
| 2021-03-31 | $961k | 6.3k | 152.08 |
| 2020-12-31 | $732k | 5.8k | 126.95 |
| 2020-09-30 | $573k | 6.0k | 96.24 |
| 2020-06-30 | $403k | 4.3k | 94.62 |
| 2019-12-31 | $383k | 2.7k | 141.67 |
| 2019-09-30 | $274k | 2.3k | 117.97 |
| 2019-06-30 | $392k | 3.5k | 111.67 |
| 2019-03-31 | $389k | 3.8k | 101.19 |
| 2018-12-31 | $436k | 4.5k | 97.43 |
| 2018-09-30 | $713k | 6.3k | 112.85 |
| 2018-06-30 | $777k | 7.7k | 101.12 |
| 2018-03-31 | $800k | 7.4k | 108.33 |
| 2017-12-31 | $758k | 7.1k | 106.88 |
| 2017-09-30 | $1.2M | 13k | 95.24 |
| 2017-06-30 | $738k | 8.1k | 91.35 |
| 2017-03-31 | $523k | 6.0k | 87.83 |
| 2016-12-31 | $601k | 7.0k | 86.15 |
| 2016-09-30 | $481k | 7.2k | 66.63 |
| 2016-06-30 | $440k | 7.1k | 62.27 |
| 2016-03-31 | $225k | 3.8k | 58.82 |
| 2015-12-31 | $238k | 3.6k | 65.71 |
| 2015-06-30 | $510k | 7.4k | 69.31 |
| 2015-03-31 | $492k | 7.7k | 64.19 |
| 2014-12-31 | $263k | 4.7k | 55.62 |