Congress Asset Management CO Jpmorgan Chase & CO Transaction History

Congress Asset Management CO

$14.3 Billion
Q3 2024

A detailed history of Congress Asset Management CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Congress Asset Management CO holds 99,101 shares of JPM stock, worth $23.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

99,101

Previous 100,442 1.34%

Holding current value

$23.9 Million

Previous $20.3 Million 2.82%

% of portfolio

0.15%

Previous 0.15%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$194.9 - $224.8 $261,360 - $301,456	-1,341 Reduced 1.34%	99,101 $20.9 Million
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $927,592 - $1.05 Million	-5,151 Reduced 4.88%	100,442 $20.3 Million
Q1 2024 Apr 11, 2024	SELL	$167.09 - $200.3 $252,305 - $302,453	-1,510 Reduced 1.41%	105,593 $21.2 Million
Q4 2023 Mar 04, 2024	SELL	$135.69 - $170.3 $673,565 - $845,369	-4,964 Reduced 4.43%	107,103 $18.2 Million
Q3 2023 Nov 01, 2023	SELL	$143.21 - $158.0 $50,553 - $55,774	-353 Reduced 0.31%	112,067 $16.3 Million
Q2 2023 Jul 27, 2023	BUY	$127.47 - $145.44 $37,731 - $43,050	296 Added 0.26%	112,420 $16.4 Million
Q1 2023 Apr 21, 2023	BUY	$124.91 - $143.8 $13,615 - $15,674	109 Added 0.1%	112,124 $14.6 Million
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $106,446 - $143,904	1,044 Added 0.94%	112,015 $0
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $794,415 - $4.62 Million	-38,322 Reduced 25.67%	110,971 $11.6 Million
Q2 2022 Aug 02, 2022	SELL	$112.61 - $135.91 $3 Million - $3.62 Million	-26,652 Reduced 15.15%	149,293 $16.8 Million
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $106,232 - $139,468	-828 Reduced 0.47%	175,945 $24 Million
Q4 2021 Jan 28, 2022	SELL	$153.94 - $171.78 $2.92 Million - $3.26 Million	-18,988 Reduced 9.7%	176,773 $28 Million
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $3.24 Million - $3.68 Million	22,049 Added 12.69%	195,761 $32 Million
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $457,141 - $516,296	3,102 Added 1.82%	173,712 $27 Million
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $97,127 - $121,863	773 Added 0.46%	170,610 $26 Million
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $820,976 - $1.08 Million	8,504 Added 5.27%	169,837 $21.6 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $2.11 Million - $2.4 Million	23,165 Added 16.77%	161,333 $15.5 Million
Q2 2020 Jul 23, 2020	BUY	$84.03 - $113.45 $367,799 - $496,570	4,377 Added 3.27%	138,168 $13 Million
Q1 2020 Apr 21, 2020	BUY	$79.03 - $141.09 $404,396 - $721,957	5,117 Added 3.98%	133,791 $12 Million
Q4 2019 Feb 10, 2020	BUY	$111.82 - $139.4 $277,201 - $345,572	2,479 Added 1.96%	128,674 $17.9 Million
Q3 2019 Nov 01, 2019	BUY	$104.8 - $120.23 $266,611 - $305,865	2,544 Added 2.06%	126,195 $14.9 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $274,470 - $304,582	2,623 Added 2.17%	123,651 $13.8 Million
Q1 2019 May 08, 2019	BUY	$97.11 - $107.19 $563,723 - $622,237	5,805 Added 5.04%	121,028 $12.3 Million
Q4 2018 Jan 25, 2019	SELL	$92.14 - $115.32 $16,493 - $20,642	-179 Reduced 0.16%	115,223 $11.2 Million
Q3 2018 Oct 26, 2018	BUY	$103.61 - $118.63 $169,713 - $194,315	1,638 Added 1.44%	115,402 $13 Million
Q2 2018 Jul 25, 2018	SELL	$103.24 - $114.29 $567,510 - $628,252	-5,497 Reduced 4.61%	113,764 $11.9 Million
Q1 2018 May 11, 2018	BUY	$107.01 - $118.77 $831,895 - $923,317	7,774 Added 6.97%	119,261 $13.1 Million
Q4 2017 Jan 30, 2018	BUY	$95.86 - $107.83 $17,446 - $19,625	182 Added 0.16%	111,487 $11.9 Million
Q3 2017 Oct 17, 2017	BUY	$88.42 - $95.51 $9.84 Million - $10.6 Million	111,305	111,305 $10.6 Million

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $706B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Congress Asset Management CO Jpmorgan Chase & CO Transaction History