JPMorgan Chase & Co. shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $46M | 193k | 239.71 |
| 2024-09-30 | $41M | 194k | 210.86 |
| 2024-03-31 | $32M | 157k | 200.30 |
| 2023-12-31 | $28M | 167k | 170.10 |
| 2023-09-30 | $26M | 178k | 145.02 |
| 2023-06-30 | $25M | 170k | 145.44 |
| 2023-03-31 | $22M | 171k | 130.31 |
| 2022-12-31 | $23M | 172k | 134.10 |
| 2022-09-30 | $18M | 172k | 104.51 |
| 2022-06-30 | $19M | 165k | 112.61 |
| 2022-03-31 | $23M | 169k | 136.32 |
| 2021-12-31 | $26M | 167k | 158.35 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /