Concord Wealth Partners Jpmorgan Chase & CO Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

A detailed history of Concord Wealth Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Concord Wealth Partners holds 29,143 shares of JPM stock, worth $8.7 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

29,143

Previous 29,066 0.26%

Holding current value

$8.7 Million

Previous $7.13 Million 18.5%

% of portfolio

1.26%

Previous 1.19%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$210.28 - $289.91 $16,191 - $22,323	77 Added 0.26%	29,143 $8.45 Million
Q1 2025 May 02, 2025	SELL	$225.19 - $279.95 $309,411 - $384,651	-1,374 Reduced 4.51%	29,066 $7.13 Million
Q4 2024 Jan 23, 2025	SELL	$205.18 - $250.29 $123,313 - $150,424	-601 Reduced 1.94%	30,440 $7.3 Million
Q3 2024 Oct 24, 2024	BUY	$194.9 - $224.8 $349,845 - $403,516	1,795 Added 6.14%	31,041 $6.54 Million
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $273,541 - $311,076	1,519 Added 5.48%	29,246 $5.92 Million
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $978,813 - $1.17 Million	5,858 Added 26.79%	27,727 $5.55 Million
Q4 2023 Apr 30, 2024	BUY	$135.69 - $170.3 $333,118 - $418,086	2,455 Added 12.65%	21,869 $3.72 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $333,118 - $418,086	2,455 Added 12.65%	21,869 $3.72 Million
Q3 2023 Apr 30, 2024	SELL	$143.21 - $158.0 $351,580 - $387,890	-2,455 Reduced 11.23%	19,414 $2.82 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $351,866 - $388,206	2,457 Added 14.49%	19,414 $2.82 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $759,211 - $866,240	5,956 Added 54.14%	16,957 $2.47 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $336,757 - $387,684	2,696 Added 32.46%	11,001 $1.43 Million
Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $563,940 - $762,393	-5,531 Reduced 39.98%	8,305 $1.11 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $4,083 - $23,754	197 Added 1.44%	13,836 $1.45 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $153,825 - $185,653	1,366 Added 11.13%	13,639 $1.54 Million
Q1 2022 Apr 20, 2022	BUY	$128.3 - $168.44 $99,560 - $130,709	776 Added 6.75%	12,273 $1.67 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $1.1 Million - $1.23 Million	7,169 Added 165.64%	11,497 $1.82 Million
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $782,468 - $889,001	-5,324 Reduced 55.16%	4,328 $708,000
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $132,927 - $150,128	902 Added 10.31%	9,652 $1.5 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $558,765 - $701,069	4,447 Added 103.35%	8,750 $1.33 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $415,411 - $546,782	4,303 New	4,303 $547,000

Others Institutions Holding JPM

# of Institutions

5,235

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $876B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Jpmorgan Chase & CO Transaction History