Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
JPM holding history
JPMorgan Chase & Co in every 13F filed by Congress Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2025 holdings
- Shares (Q2 2025)
- 263,716
- Value
- $76.5M
- % of portfolio
- 0.7%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 263,716 | $76.5M | 0.7% | +20,959+8.6% | Added | Holders |
| Q1 2025 | 242,757 | $59.6M | 0.7% | +49,539+25.6% | Added | Holders |
| Q4 2024 | 193,218 | $46.3M | 0.6% | −800−0.4% | Reduced | Holders |
| Q3 2024 | 194,018 | $40.9M | 0.5% | +28,722+17.4% | Added | Holders |
| Q2 2024 | 165,296 | $33.4M | 0.5% | +7,911+5.0% | Added | Holders |
| Q1 2024 | 157,385 | $31.5M | 0.5% | −9,671−5.8% | Reduced | Holders |
| Q4 2023 | 167,056 | $28.4M | 0.5% | −10,764−6.1% | Reduced | Holders |
| Q3 2023 | 177,820 | $25.8M | 0.5% | +7,913+4.7% | Added | Holders |
| Q2 2023 | 169,907 | $24.7M | 0.6% | −794−0.5% | Reduced | Holders |
| Q1 2023 | 170,701 | $22.2M | 0.5% | −885−0.5% | Reduced | Holders |
| Q4 2022 | 171,586 | $23.0M | 0.6% | −815−0.5% | Reduced | Holders |
| Q3 2022 | 172,401 | $18.0M | 0.5% | +6,980+4.2% | Added | Holders |
| Q2 2022 | 165,421 | $18.6M | 0.5% | −3,947−2.3% | Reduced | Holders |
| Q1 2022 | 169,368 | $23.1M | 0.5% | +2,817+1.7% | Added | Holders |
| Q4 2021 | 166,551 | $26.4M | 0.5% | – | No prior filing | Holders |