A detailed history of Concord Asset Management, Llc/Va transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 27,079 shares of JPM stock, worth $6.43 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
27,079
Previous 24,561 10.25%
Holding current value
$6.43 Million
Previous $4.97 Billion 14.94%
% of portfolio
1.29%
Previous 1.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$194.9 - $224.8 $490,758 - $566,046
2,518 Added 10.25%
27,079 $5.71 Billion
Q2 2024

Nov 06, 2024

BUY
$180.08 - $204.79 $481,533 - $547,608
2,674 Added 12.22%
24,561 $4.97 Billion
Q1 2024

Nov 06, 2024

BUY
$167.09 - $200.3 $440,950 - $528,591
2,639 Added 13.71%
21,887 $4.38 Billion
Q4 2023

Nov 06, 2024

BUY
$135.69 - $170.3 $711,694 - $893,223
5,245 Added 37.46%
19,248 $3.27 Billion
Q3 2023

Nov 06, 2024

BUY
$143.21 - $158.0 $437,792 - $483,006
3,057 Added 27.93%
14,003 $2.03 Billion
Q2 2023

Nov 06, 2024

BUY
$127.47 - $145.44 $298,152 - $340,184
2,339 Added 27.18%
10,946 $1.59 Billion
Q1 2023

Nov 06, 2024

BUY
$124.91 - $143.8 $719,231 - $828,000
5,758 Added 202.11%
8,607 $1.12 Billion
Q4 2022

Nov 06, 2024

BUY
$101.96 - $137.84 $290,484 - $392,706
2,849 New
2,849 $382 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Concord Asset Management, Llc/Va Portfolio

Follow Concord Asset Management, Llc/Va and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Asset Management, Llc/Va, based on Form 13F filings with the SEC.

News

Stay updated on Concord Asset Management, Llc/Va with notifications on news.