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.
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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 ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Congress Wealth Management LLC / DE /
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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