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 |
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|
2025
Q1 | $59.6M | Buy |
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|
2024
Q4 | $46.3M | Sell |
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|
2024
Q3 | $40.9M | Buy |
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|
2024
Q2 | $33.4M | Buy |
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|
2024
Q1 | $31.5M | Sell |
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|
2023
Q4 | $28.4M | Sell |
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|
2023
Q3 | $25.8M | Buy |
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|
2023
Q2 | $24.7M | Sell |
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|
2023
Q1 | $22.2M | Sell |
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|
2022
Q4 | $23M | Sell |
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|
2022
Q3 | $18M | Buy |
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|
2022
Q2 | $18.6M | Sell |
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|
2022
Q1 | $23.1M | Buy |
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|
2021
Q4 | $26.4M | Buy |
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