CONGRESS WEALTH MANAGEMENT LLC / DE / – JPMorgan Chase & Co. Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$18.01M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.22% | 6.98K shares | -611K | $104.5 | 172.40K |
| Q2 2022 | share | Decrease | -2.33% | -3.94K shares | -4.46M | $112.61 | 165.42K |
| Q1 2022 | share | Increase | +1.69% | 2.81K shares | -3.28M | $136.32 | 169.36K |
| Q4 2021 | share | Increase | 0.00% | 166.55K shares | 26.37M | $158.48 | 166.55K |