A detailed history of Concorde Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Concorde Asset Management, LLC holds 3,159 shares of JPM stock, worth $765,457. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,159
Previous 3,303 4.36%
Holding current value
$765,457
Previous $668,000 0.45%
% of portfolio
0.38%
Previous 0.42%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $28,065 - $32,371
-144 Reduced 4.36%
3,159 $665,000
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $112,369 - $127,788
-624 Reduced 15.89%
3,303 $668,000
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $109,109 - $130,795
653 Added 19.95%
3,927 $786,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $18,453 - $23,160
136 Added 4.33%
3,274 $556,000
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $158,390 - $174,748
-1,106 Reduced 26.06%
3,138 $455,000
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $13,894 - $15,852
-109 Reduced 2.5%
4,244 $617,000
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $94,307 - $108,569
-755 Reduced 14.78%
4,353 $567,000
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $16,007 - $21,640
-157 Reduced 2.98%
5,108 $685,000
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $269 - $1,567
13 Added 0.25%
5,265 $697,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $4,166 - $5,028
37 Added 0.71%
5,252 $752,000
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $2,309 - $3,031
18 Added 0.35%
5,215 $810,000
Q4 2021

Feb 02, 2022

SELL
$153.94 - $171.78 $6,927 - $7,730
-45 Reduced 0.86%
5,197 $854,000
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $64,813 - $73,638
441 Added 9.19%
5,242 $853,000
Q2 2021

Jul 20, 2021

SELL
$147.37 - $166.44 $223,412 - $252,323
-1,516 Reduced 24.0%
4,801 $770,000
Q1 2021

Apr 27, 2021

BUY
$125.65 - $157.65 $69,610 - $87,338
554 Added 9.61%
6,317 $997,000
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $18,728 - $24,651
-194 Reduced 3.26%
5,763 $837,000
Q3 2020

Oct 23, 2020

BUY
$91.28 - $103.82 $154,902 - $176,182
1,697 Added 39.84%
5,957 $754,000
Q2 2020

Jul 20, 2020

BUY
$84.03 - $113.45 $357,967 - $483,297
4,260 New
4,260 $568,000
Q1 2020

Apr 22, 2020

SELL
$79.03 - $141.09 $213,776 - $381,648
-2,705 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$111.82 - $139.4 $43,050 - $53,669
385 Added 16.59%
2,705 $377,000
Q3 2019

Oct 28, 2019

SELL
$104.8 - $120.23 $124,816 - $143,193
-1,191 Reduced 33.92%
2,320 $273,000
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $34,531 - $38,319
-330 Reduced 8.59%
3,511 $394,000
Q1 2019

May 01, 2019

SELL
$97.11 - $107.19 $61,761 - $68,172
-636 Reduced 14.21%
3,841 $392,000
Q4 2018

Jan 25, 2019

SELL
$92.14 - $115.32 $169,721 - $212,419
-1,842 Reduced 29.15%
4,477 $437,000
Q3 2018

Oct 30, 2018

SELL
$103.61 - $118.63 $141,116 - $161,574
-1,362 Reduced 17.73%
6,319 $714,000
Q2 2018

Jul 17, 2018

BUY
$103.24 - $114.29 $30,868 - $34,172
299 Added 4.05%
7,681 $800,000
Q1 2018

Apr 24, 2018

BUY
$107.01 - $118.77 $31,246 - $34,680
292 Added 4.12%
7,382 $826,000
Q4 2017

Jan 23, 2018

SELL
$95.86 - $107.83 $516,589 - $581,095
-5,389 Reduced 43.18%
7,090 $758,000
Q3 2017

Oct 31, 2017

BUY
$88.42 - $95.51 $1.1 Million - $1.19 Million
12,479
12,479 $1.19 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 $711B
  • 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
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