A detailed history of Concorde Financial Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Concorde Financial Corp holds 31,880 shares of JPM stock, worth $7.92 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
31,880
Previous 29,814 6.93%
Holding current value
$7.92 Million
Previous $6.03 Million 11.43%
% of portfolio
4.22%
Previous 4.23%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $402,663 - $464,436
2,066 Added 6.93%
31,880 $6.72 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $1.3 Million - $1.47 Million
-7,202 Reduced 19.46%
29,814 $6.03 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $282,215 - $338,306
-1,689 Reduced 4.36%
37,016 $7.41 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $4.44 Million - $5.57 Million
32,705 Added 545.08%
38,705 $6.58 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $5.76 Million - $6.35 Million
-40,186 Reduced 87.01%
6,000 $870,000
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $73,550 - $83,918
-577 Reduced 1.23%
46,186 $6.72 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $1.11 Million - $1.27 Million
8,864 Added 23.39%
46,763 $6.09 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $5,182 - $30,145
250 Added 0.66%
37,899 $3.96 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $700,997 - $846,039
6,225 Added 19.81%
37,649 $4.24 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $110,979 - $145,700
865 Added 2.83%
31,424 $3.84 Million
Q4 2021

Feb 17, 2022

BUY
$153.94 - $171.78 $4.7 Million - $5.25 Million
30,559 New
30,559 $5.09 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 $729B
  • 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 Concorde Financial Corp Portfolio

Follow Concorde Financial Corp 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 Concorde Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Concorde Financial Corp with notifications on news.