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Disclosery

Concord Wealth Partners: JPM position timeline

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

Concord Wealth Partners held 58,161 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,161 shares
    Change vs previous 13F -254 shares

    1.25% of the 13F portfolio, value $19,037,744.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 30,997 shares
    • Concord Asset Management, LLC/VA: 27,164 shares

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

  2. period ended2026-03-31
    13F 58,415 shares
    Change vs previous 13F +1,773 shares

    1.26% of the 13F portfolio, value $17,183,520.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 30,773 shares
    • Concord Asset Management, LLC/VA: 27,642 shares

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

  3. period ended2025-12-31
    13F 56,642 shares
    Change vs previous 13F +1,389 shares

    1.35% of the 13F portfolio, value $18,251,020.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 30,031 shares
    • Concord Asset Management, LLC/VA: 26,611 shares

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

  4. period ended2025-09-30
    13F 55,253 shares
    Change vs previous 13F -3,033 shares

    1.37% of the 13F portfolio, value $17,428,311.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,198 shares
    • Concord Asset Management, LLC/VA: 26,055 shares

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

  5. period ended2025-06-30
    13F 58,286 shares
    Change vs previous 13F +2,456 shares

    1.25% of the 13F portfolio, value $16,897,972.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,143 shares
    • Concord Asset Management, LLC/VA: 29,143 shares

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

  6. period ended2025-03-31
    13F 55,830 shares
    Change vs previous 13F -418 shares

    1.28% of the 13F portfolio, value $13,576,955.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,066 shares
    • Concord Asset Management, LLC/VA: 26,764 shares

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

  7. period ended2024-12-31
    13F 56,248 shares
    Change vs previous 13F -1,872 shares

    1.27% of the 13F portfolio, value $13,483,389.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 30,440 shares
    • Concord Asset Management, LLC/VA: 25,808 shares

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

  8. period ended2024-09-30
    13F 58,120 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $12,255,234.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 31,041 shares
    • Concord Asset Management, LLC/VA: 27,079 shares

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