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 105,593 shares of JPM stock, worth $22.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
105,593
Previous 107,103 1.41%
Holding current value
$22.2 Million
Previous $18.2 Million 16.09%
% of portfolio
0.16%
Previous 0.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $615B
  • 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 ...
More about JPM
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