CAM
Congress Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Sell |
110,480
-2,262
| -2% | -$656K | 0.22% | 117 |
|
|
2025
Q1 | $27.7M | Sell |
112,742
-2,123
| -2% | -$521K | 0.21% | 122 |
|
|
2024
Q4 | $27.5M | Buy |
114,865
+15,764
| +16% | +$3.78M | 0.19% | 121 |
|
|
2024
Q3 | $20.9M | Sell |
99,101
-1,341
| -1% | -$283K | 0.14% | 128 |
|
|
2024
Q2 | $20.3M | Sell |
100,442
-5,151
| -5% | -$1.04M | 0.15% | 128 |
|
|
2024
Q1 | $21.2M | Sell |
105,593
-1,510
| -1% | -$302K | 0.15% | 123 |
|
|
2023
Q4 | $18.2M | Sell |
107,103
-4,964
| -4% | -$844K | 0.14% | 125 |
|
|
2023
Q3 | $16.3M | Sell |
112,067
-353
| -0.3% | -$51.2K | 0.14% | 127 |
|
|
2023
Q2 | $16.4M | Buy |
112,420
+296
| +0.3% | +$43.1K | 0.14% | 131 |
|
|
2023
Q1 | $14.6M | Buy |
112,124
+109
| +0.1% | +$14.2K | 0.14% | 136 |
|
|
2022
Q4 | $15M | Buy |
112,015
+1,044
| +0.9% | +$140K | 0.15% | 126 |
|
|
2022
Q3 | $11.6M | Sell |
110,971
-38,322
| -26% | -$4M | 0.12% | 133 |
|
|
2022
Q2 | $16.8M | Sell |
149,293
-26,652
| -15% | -$3M | 0.16% | 102 |
|
|
2022
Q1 | $24M | Sell |
175,945
-828
| -0.5% | -$113K | 0.2% | 86 |
|
|
2021
Q4 | $28M | Sell |
176,773
-18,988
| -10% | -$3.01M | 0.21% | 83 |
|
|
2021
Q3 | $32M | Buy |
195,761
+22,049
| +13% | +$3.61M | 0.25% | 80 |
|
|
2021
Q2 | $27M | Buy |
173,712
+3,102
| +2% | +$482K | 0.23% | 78 |
|
|
2021
Q1 | $26M | Buy |
170,610
+773
| +0.5% | +$118K | 0.23% | 79 |
|
|
2020
Q4 | $21.6M | Buy |
169,837
+8,504
| +5% | +$1.08M | 0.2% | 82 |
|
|
2020
Q3 | $15.5M | Buy |
161,333
+23,165
| +17% | +$2.23M | 0.17% | 86 |
|
|
2020
Q2 | $13M | Buy |
138,168
+4,377
| +3% | +$412K | 0.15% | 87 |
|
|
2020
Q1 | $12M | Buy |
133,791
+5,117
| +4% | +$461K | 0.18% | 80 |
|
|
2019
Q4 | $17.9M | Buy |
128,674
+2,479
| +2% | +$346K | 0.22% | 80 |
|
|
2019
Q3 | $14.9M | Buy |
126,195
+2,544
| +2% | +$299K | 0.19% | 79 |
|
|
2019
Q2 | $13.8M | Buy |
123,651
+2,623
| +2% | +$293K | 0.18% | 82 |
|
|
2019
Q1 | $12.3M | Buy |
121,028
+5,805
| +5% | +$588K | 0.16% | 82 |
|
|
2018
Q4 | $11.2M | Sell |
115,223
-179
| -0.2% | -$17.5K | 0.17% | 87 |
|
|
2018
Q3 | $13M | Buy |
115,402
+1,638
| +1% | +$185K | 0.17% | 87 |
|
|
2018
Q2 | $11.9M | Sell |
113,764
-5,497
| -5% | -$573K | 0.16% | 89 |
|
|
2018
Q1 | $13.1M | Buy |
119,261
+7,774
| +7% | +$855K | 0.18% | 83 |
|
|
2017
Q4 | $11.9M | Buy |
111,487
+182
| +0.2% | +$19.5K | 0.17% | 87 |
|
|
2017
Q3 | $10.6M | Buy |
111,305
+1,674
| +2% | +$160K | 0.16% | 88 |
|
|
2017
Q2 | $10M | Buy |
109,631
+2,735
| +3% | +$250K | 0.18% | 85 |
|
|
2017
Q1 | $9.39M | Buy |
106,896
+5,207
| +5% | +$457K | 0.18% | 89 |
|
|
2016
Q4 | $8.78M | Buy |
101,689
+42,320
| +71% | +$3.65M | 0.18% | 90 |
|
|
2016
Q3 | $3.95M | Buy |
59,369
+5,386
| +10% | +$359K | 0.09% | 154 |
|
|
2016
Q2 | $3.36M | Buy |
53,983
+1,592
| +3% | +$98.9K | 0.08% | 158 |
|
|
2016
Q1 | $3.1M | Buy |
52,391
+1,519
| +3% | +$90K | 0.08% | 152 |
|
|
2015
Q4 | $3.36M | Buy |
50,872
+5,534
| +12% | +$365K | 0.08% | 148 |
|
|
2015
Q3 | $2.76M | Buy |
45,338
+3,454
| +8% | +$211K | 0.07% | 153 |
|
|
2015
Q2 | $2.84M | Buy |
41,884
+1,371
| +3% | +$92.9K | 0.08% | 159 |
|
|
2015
Q1 | $2.45M | Buy |
40,513
+3,211
| +9% | +$195K | 0.06% | 167 |
|
|
2014
Q4 | $2.33M | Buy |
37,302
+3,512
| +10% | +$220K | 0.06% | 169 |
|
|
2014
Q3 | $2.04M | Buy |
33,790
+3,231
| +11% | +$195K | 0.05% | 170 |
|
|
2014
Q2 | $1.76M | Buy |
30,559
+1,406
| +5% | +$81K | 0.04% | 181 |
|
|
2014
Q1 | $1.77M | Buy |
29,153
+1,160
| +4% | +$70.4K | 0.04% | 179 |
|
|
2013
Q4 | $1.64M | Sell |
27,993
-860
| -3% | -$50.3K | 0.04% | 173 |
|
|
2013
Q3 | $1.49M | Buy |
28,853
+3,295
| +13% | +$170K | 0.04% | 171 |
|
|
2013
Q2 | $1.35M | Buy |
+25,558
| New | +$1.35M | 0.04% | 167 |
|