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Congress Asset Management’s JPMorgan Chase JPM Stock Holding History

Congress Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.2M Sell
104,517
-3,084
-3% -$958K 0.21% 125
2026
Q1 		$31.7M Sell
107,601
-966
-0.9% -$293K 0.23% 117
2025
Q4 		$35M Sell
108,567
-2,418
-2% -$749K 0.25% 115
2025
Q3 		$35M Buy
110,985
+505
+0.5% +$150K 0.23% 117
2025
Q2 		$32M Sell
110,480
-2,262
-2% -$577K 0.22% 117
2025
Q1 		$27.7M Sell
112,742
-2,123
-2% -$541K 0.21% 122
2024
Q4 		$27.5M Buy
114,865
+15,764
+16% +$3.67M 0.19% 121
2024
Q3 		$20.9M Sell
99,101
-1,341
-1% -$282K 0.14% 128
2024
Q2 		$20.3M Sell
100,442
-5,151
-5% -$1.01M 0.15% 128
2024
Q1 		$21.2M Sell
105,593
-1,510
-1% -$272K 0.15% 123
2023
Q4 		$18.2M Sell
107,103
-4,964
-4% -$752K 0.14% 125
2023
Q3 		$16.3M Sell
112,067
-353
-0.3% -$52.9K 0.14% 127
2023
Q2 		$16.4M Buy
112,420
+296
+0.3% +$40.7K 0.14% 131
2023
Q1 		$14.6M Buy
112,124
+109
+0.1% +$14.9K 0.14% 136
2022
Q4 		$15M Buy
112,015
+1,044
+0.9% +$132K 0.15% 126
2022
Q3 		$11.6M Sell
110,971
-38,322
-26% -$4.4M 0.12% 133
2022
Q2 		$16.8M Sell
149,293
-26,652
-15% -$3.3M 0.16% 102
2022
Q1 		$24M Sell
175,945
-828
-0.5% -$122K 0.2% 86
2021
Q4 		$28M Sell
176,773
-18,988
-10% -$3.12M 0.21% 83
2021
Q3 		$32M Buy
195,761
+22,049
+13% +$3.46M 0.25% 80
2021
Q2 		$27M Buy
173,712
+3,102
+2% +$487K 0.23% 78
2021
Q1 		$26M Buy
170,610
+773
+0.5% +$111K 0.23% 79
2020
Q4 		$21.6M Buy
169,837
+8,504
+5% +$951K 0.2% 82
2020
Q3 		$15.5M Buy
161,333
+23,165
+17% +$2.27M 0.17% 86
2020
Q2 		$13M Buy
138,168
+4,377
+3% +$415K 0.15% 87
2020
Q1 		$12M Buy
133,791
+5,117
+4% +$622K 0.18% 80
2019
Q4 		$17.9M Buy
128,674
+2,479
+2% +$318K 0.22% 80
2019
Q3 		$14.9M Buy
126,195
+2,544
+2% +$288K 0.19% 79
2019
Q2 		$13.8M Buy
123,651
+2,623
+2% +$289K 0.18% 82
2019
Q1 		$12.3M Buy
121,028
+5,805
+5% +$598K 0.16% 82
2018
Q4 		$11.2M Sell
115,223
-179
-0.2% -$19.1K 0.17% 87
2018
Q3 		$13M Buy
115,402
+1,638
+1% +$186K 0.17% 87
2018
Q2 		$11.9M Sell
113,764
-5,497
-5% -$603K 0.16% 89
2018
Q1 		$13.1M Buy
119,261
+7,774
+7% +$880K 0.18% 83
2017
Q4 		$11.9M Buy
111,487
+182
+0.2% +$18.4K 0.17% 87
2017
Q3 		$10.6M Buy
111,305
+1,674
+2% +$154K 0.16% 88
2017
Q2 		$10M Buy
109,631
+2,735
+3% +$236K 0.18% 85
2017
Q1 		$9.39M Buy
106,896
+5,207
+5% +$459K 0.18% 89
2016
Q4 		$8.78M Buy
101,689
+42,320
+71% +$3.23M 0.18% 90
2016
Q3 		$3.95M Buy
59,369
+5,386
+10% +$351K 0.09% 154
2016
Q2 		$3.35M Buy
53,983
+1,592
+3% +$99.4K 0.08% 158
2016
Q1 		$3.1M Buy
52,391
+1,519
+3% +$88.7K 0.08% 152
2015
Q4 		$3.36M Buy
50,872
+5,534
+12% +$360K 0.08% 148
2015
Q3 		$2.76M Buy
45,338
+3,454
+8% +$226K 0.07% 153
2015
Q2 		$2.84M Buy
41,884
+1,371
+3% +$89.5K 0.08% 159
2015
Q1 		$2.45M Buy
40,513
+3,211
+9% +$190K 0.06% 167
2014
Q4 		$2.33M Buy
37,302
+3,512
+10% +$211K 0.06% 169
2014
Q3 		$2.04M Buy
33,790
+3,231
+11% +$189K 0.05% 170
2014
Q2 		$1.76M Buy
30,559
+1,406
+5% +$79K 0.04% 181
2014
Q1 		$1.77M Buy
29,153
+1,160
+4% +$67K 0.04% 179
2013
Q4 		$1.64M Sell
27,993
-860
-3% -$47.1K 0.04% 173
2013
Q3 		$1.49M Buy
28,853
+3,295
+13% +$177K 0.04% 171
2013
Q2 		$1.35M Buy
+25,558
New +$1.3M 0.04% 167

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Congress Asset Management's JPM Position: Q2 2026 in Review

Congress Asset Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $958K and leaving 104,517 shares worth $34.2M. The position accounts for 0.21% of the portfolio, ranked #125.

Congress Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $35M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Congress Asset Management held 104,517 shares of JPMorgan Chase worth $34.2M as of Q2 2026.
  • Congress Asset Management sold 3,084 JPMorgan Chase shares in Q2 2026, an estimated $958K.
  • JPMorgan Chase made up 0.21% of Congress Asset Management's portfolio in Q2 2026, its #125 holding.
  • Congress Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Congress Asset Management's JPMorgan Chase position peaked at $35M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.