Congress Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$76.5M	Buy	263,716 +20,959	+9%	+$5.35M	0.74%	17
2025 Q1	$59.6M	Buy	242,757 +49,539	+26%	+$12.6M	0.71%	23
2024 Q4	$46.3M	Sell	193,218 -800	-0.4%	-$186K	0.64%	32
2024 Q3	$40.9M	Buy	194,018 +28,722	+17%	+$6.05M	0.55%	38
2024 Q2	$33.4M	Buy	165,296 +7,911	+5%	+$1.55M	0.53%	36
2024 Q1	$31.5M	Sell	157,385 -9,671	-6%	-$1.75M	0.54%	38
2023 Q4	$28.4M	Sell	167,056 -10,764	-6%	-$1.63M	0.52%	42
2023 Q3	$25.8M	Buy	177,820 +7,913	+5%	+$1.19M	0.53%	40
2023 Q2	$24.7M	Sell	169,907 -794	-0.5%	-$109K	0.57%	38
2023 Q1	$22.2M	Sell	170,701 -885	-0.5%	-$121K	0.54%	36
2022 Q4	$23M	Sell	171,586 -815	-0.5%	-$103K	0.59%	39
2022 Q3	$18M	Buy	172,401 +6,980	+4%	+$801K	0.49%	44
2022 Q2	$18.6M	Sell	165,421 -3,947	-2%	-$489K	0.48%	47
2022 Q1	$23.1M	Buy	169,368 +2,817	+2%	+$416K	0.5%	42
2021 Q4	$26.4M	Buy	+166,551	New	+$27.4M	0.53%	48