Concorde Financial Corp’s Jpmorgan Chase & Co Position
Does Concorde Financial Corp own Jpmorgan Chase & Co (JPM)? Yes — 29.4K shares worth $9M (+6.80% of its 13F portfolio) as of Q1 2026, up from 29.1K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
29.4K
% of Portfolio
+6.80%
Quarters Held
18
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 29.4K | $9M | +6.80% |
| Q4 2025 | 29.1K | $9M | +7.10% |
| Q3 2025 | 29.7K | $9M | +5.20% |
| Q2 2025 | 30.5K | $9M | +5.24% |
| Q1 2025 | 30.5K | $7M | +4.12% |
| Q4 2024 | 30.9K | $7M | +4.41% |
| Q3 2024 | 31.9K | $7M | +3.96% |
| Q2 2024 | 29.8K | $6M | +3.96% |
| Q1 2024 | 37.0K | $7M | +6.74% |
| Q4 2023 | 38.7K | $7M | +4.51% |
| Q3 2023 | 6.0K | $870,120 | +1.48% |
| Q2 2023 | 46.2K | $7M | +4.40% |
| Q1 2023 | 46.8K | $6M | +4.44% |
| Q4 2022 | 37.9K | $4M | +2.67% |
| Q3 2022 | 37.9K | $4M | +2.67% |
| Q2 2022 | 37.6K | $4M | +4.74% |
| Q1 2022 | 31.4K | $4M | +2.36% |
| Q4 2021 | 30.6K | $5M | +3.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Concorde Financial Corp’s full portfolio or all institutional holders of JPM.