Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,891,592
+$760,422 QoQ
Shares Held
27,164
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#1,574
of 5,058 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Concord Asset Management, LLC/VA holds $13,468,817 across 4 Banks - Diversified names. JPM ranks #1 (66.0% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,891,592 | 27,164 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,131,170 | 27,642 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,574,596 | 26,611 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,218,528 | 26,055 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,448,847 | 29,143 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,565,209 | 26,764 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,186,435 | 25,808 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,709,877 | 27,079 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,967,707 | 24,561 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $4,383,966 | 21,887 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $3,274,084 | 19,248 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $2,030,715 | 14,003 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $1,591,986 | 10,946 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $1,121,578 | 8,607 | Shares | Sole | 2024-11-07 | |
| 2022-12-31 | $382,050 | 2,849 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||