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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

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Quarterly 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