JPMorgan Chase & Co. shares owned by Concorde Financial Corp
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Concorde Financial Corp
from 13F filings
Historical chart of Concorde Financial Corp investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Concorde Financial Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Concorde Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 30k | 315.43 |
| 2025-06-30 | $8.9M | 31k | 289.91 |
| 2025-03-31 | $7.5M | 31k | 245.30 |
| 2024-12-31 | $7.4M | 31k | 239.71 |
| 2024-09-30 | $6.7M | 32k | 210.86 |
| 2024-06-30 | $6.0M | 30k | 202.26 |
| 2024-03-31 | $7.4M | 37k | 200.30 |
| 2023-09-30 | $870k | 6.0k | 145.02 |
| 2023-06-30 | $6.7M | 46k | 145.44 |
| 2023-03-31 | $6.1M | 47k | 130.31 |
| 2022-12-31 | $4.0M | 38k | 104.50 |
| 2022-09-30 | $4.0M | 38k | 104.49 |
| 2022-06-30 | $4.2M | 38k | 112.62 |
| 2022-03-31 | $3.8M | 31k | 122.10 |
| 2021-12-31 | $5.1M | 31k | 166.40 |