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CONGRESS ASSET MANAGEMENT CO: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRESS ASSET MANAGEMENT CO on JPM, newest first. How the timeline and the estimate are built.

CONGRESS ASSET MANAGEMENT CO held 127,614 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,614 shares
    Change vs previous 13F +23,097 shares

    0.27% of the 13F portfolio, value $42,218,529.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,517 shares
    Change vs previous 13F -3,084 shares

    0.21% of the 13F portfolio, value $34,211,438.

    13F-HR 0000897378-26-000010 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 107,601 shares
    Change vs previous 13F -966 shares

    0.23% of the 13F portfolio, value $31,651,914.

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 108,567 shares
    Change vs previous 13F -2,418 shares

    0.25% of the 13F portfolio, value $34,982,600.

    13F-HR 0000897378-26-000002 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 110,985 shares
    Change vs previous 13F +505 shares

    0.23% of the 13F portfolio, value $35,008,029.

    13F-HR 0000897378-25-000016 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 110,480 shares
    Change vs previous 13F -2,262 shares

    0.22% of the 13F portfolio, value $32,029,340.

    13F-HR 0000897378-25-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 112,742 shares
    Change vs previous 13F -2,123 shares

    0.21% of the 13F portfolio, value $27,655,659.

    13F-HR 0000897378-25-000003 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 114,865 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $27,534,207.

    13F-HR 0000897378-25-000001 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).