Ownership history in Concorde Financial Corp Β· 17 quarters on record
This page tracks every 13F SEC filing in which Concorde Financial Corp reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Concorde Financial Corp outperformed the S&P 500 by +12.0% annually on this JPM position. Timing score: 33% (5/15 decisions correct). Average cost basis: $146.05. Maximum drawdown during holding period: β32.5%.
π₯ Exceptional β beat the S&P 500 by 12.0% per year on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct
Best entry: $95.76 (2022 Q3) Β· Worst: $285.83 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 8 trims. Bought during 4 of 4 down-price quarters. π More buys than sells across the holding period.
π Concorde Financial Corp has been actively increasing its JPM allocation β a bullish signal from insiders.
Currently 7.1% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size