CWM
Congress Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5M | Buy |
263,716
+20,959
| +9% | +$6.08M | 0.74% | 17 |
|
|
2025
Q1 | $59.6M | Buy |
242,757
+49,539
| +26% | +$12.2M | 0.71% | 23 |
|
|
2024
Q4 | $46.3M | Sell |
193,218
-800
| -0.4% | -$192K | 0.64% | 32 |
|
|
2024
Q3 | $40.9M | Buy |
194,018
+28,722
| +17% | +$6.06M | 0.55% | 38 |
|
|
2024
Q2 | $33.4M | Buy |
165,296
+7,911
| +5% | +$1.6M | 0.53% | 36 |
|
|
2024
Q1 | $31.5M | Sell |
157,385
-9,671
| -6% | -$1.94M | 0.54% | 38 |
|
|
2023
Q4 | $28.4M | Sell |
167,056
-10,764
| -6% | -$1.83M | 0.52% | 42 |
|
|
2023
Q3 | $25.8M | Buy |
177,820
+7,913
| +5% | +$1.15M | 0.53% | 40 |
|
|
2023
Q2 | $24.7M | Sell |
169,907
-794
| -0.5% | -$115K | 0.57% | 38 |
|
|
2023
Q1 | $22.2M | Sell |
170,701
-885
| -0.5% | -$115K | 0.54% | 36 |
|
|
2022
Q4 | $23M | Sell |
171,586
-815
| -0.5% | -$109K | 0.59% | 39 |
|
|
2022
Q3 | $18M | Buy |
172,401
+6,980
| +4% | +$729K | 0.49% | 44 |
|
|
2022
Q2 | $18.6M | Sell |
165,421
-3,947
| -2% | -$444K | 0.48% | 47 |
|
|
2022
Q1 | $23.1M | Buy |
169,368
+2,817
| +2% | +$384K | 0.5% | 42 |
|
|
2021
Q4 | $26.4M | Buy |
+166,551
| New | +$26.4M | 0.52% | 48 |
|