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Disclosery

Concorde Financial Corp: JPM position timeline

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

Concorde Financial Corp held 29,367 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,367 shares
    Change vs previous 13F -79 shares

    7.74% of the 13F portfolio, value $9,612,568.

    13F-HR 0001420506-26-001711 filed by Concorde Financial Corp
    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 29,446 shares
    Change vs previous 13F +347 shares

    6.8% of the 13F portfolio, value $8,661,717.

    13F-HR 0001420506-26-001090 filed by Concorde Financial Corp
    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 29,099 shares
    Change vs previous 13F -644 shares

    7.1% of the 13F portfolio, value $9,161,692.

    13F-HR 0001420506-26-000485 filed by Concorde Financial Corp
    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 29,743 shares
    Change vs previous 13F -804 shares

    5.2% of the 13F portfolio, value $9,381,706.

    13F-HR 0001420506-25-003268 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,547 shares
    Change vs previous 13F +63 shares

    5.24% of the 13F portfolio, value $8,855,763.

    13F-HR 0001420506-25-002025 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,484 shares
    Change vs previous 13F -410 shares

    4.12% of the 13F portfolio, value $7,477,625.

    13F-HR 0001420506-25-001064 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 30,894 shares
    Change vs previous 13F -986 shares

    4.41% of the 13F portfolio, value $7,405,503.

    13F-HR 0001420506-25-000463 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 31,880 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $6,722,131.

    13F-HR 0001420506-24-002474 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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