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Congress Wealth Management’s JPMorgan Chase JPM Stock Holding History

Congress Wealth 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
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 0.52% 48

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Congress Wealth Management's JPM Position: Q2 2025 in Review

Congress Wealth Management increased its JPMorgan Chase (JPM) stake by 8.6% in Q2 2025, buying an estimated $5.35M and bringing the position to 263,716 shares worth $76.5M. The position accounts for 0.74% of the portfolio, ranked #17.

Congress Wealth Management first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Congress Wealth Management held 263,716 shares of JPMorgan Chase worth $76.5M as of Q2 2025.
  • Congress Wealth Management bought 20,959 JPMorgan Chase shares in Q2 2025, an estimated $5.35M.
  • JPMorgan Chase made up 0.74% of Congress Wealth Management's portfolio in Q2 2025, its #17 holding.
  • Congress Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.