Concorde Financial Corp / JPST
Concorde Financial Corp’s J P Morgan Exchange Traded F Position
Does Concorde Financial Corp own J P Morgan Exchange Traded F (JPST)? Not currently — the last reported position was 138.1K shares worth $7M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$7M
Q3 2025
Shares
138.1K
% of Portfolio
+3.88%
Quarters Held
16
position exited
Position History JPST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 138.1K | $7M | +3.88% |
| Q2 2025 | 126.8K | $6M | +3.80% |
| Q1 2025 | 105.5K | $5M | +2.94% |
| Q4 2024 | 111.7K | $6M | +3.36% |
| Q3 2024 | 120.3K | $6M | +3.60% |
| Q2 2024 | 143.0K | $7M | +4.74% |
| Q1 2024 | 140.7K | $7M | +6.46% |
| Q4 2023 | 168.2K | $8M | +5.81% |
| Q3 2023 | 20.0K | $1M | +1.71% |
| Q2 2023 | 171.5K | $9M | +5.63% |
| Q1 2023 | 162.2K | $8M | +5.95% |
| Q4 2022 | 118.0K | $6M | +3.99% |
| Q3 2022 | 118.0K | $6M | +3.99% |
| Q2 2022 | 117.8K | $6M | +6.59% |
| Q1 2022 | 138.7K | $7M | +4.29% |
| Q4 2021 | 144.7K | $7M | +4.59% |
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 JPST.