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Disclosery

Concorde Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concorde Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Concorde Asset Management, LLC held 2,660 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,660 shares
    Change vs previous 13F +29 shares

    0.5% of the 13F portfolio, value $870,602.

    13F-HR 0001062993-26-004482 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,631 shares
    Change vs previous 13F -564 shares

    0.38% of the 13F portfolio, value $774,008.

    13F-HR 0001062993-26-002944 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,195 shares
    Change vs previous 13F -58 shares

    0.41% of the 13F portfolio, value $1,029,409.

    13F-HR 0001062993-26-000868 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,253 shares
    Change vs previous 13F -15 shares

    0.42% of the 13F portfolio, value $1,002,461.

    13F-HR 0001062993-25-016846 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 3,268 shares
    Change vs previous 13F +46 shares

    0.41% of the 13F portfolio, value $769,428.

    13F-HR 0001062993-25-009488 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 3,222 shares
    Change vs previous 13F +63 shares

    0.4% of the 13F portfolio, value $772,414.

    13F-HR 0001062993-25-002273 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 3,159 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $666,014.

    13F-HR 0001062993-24-018805 filed by Concorde Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).