JPMorgan Chase & Co. shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $891k | 3.7k | 239.71 |
| 2024-09-30 | $764k | 3.6k | 210.87 |
| 2024-06-30 | $655k | 3.2k | 202.08 |
| 2024-03-31 | $630k | 3.1k | 200.33 |
| 2023-12-31 | $502k | 3.0k | 170.12 |
| 2023-09-30 | $308k | 2.2k | 142.74 |
| 2023-06-30 | $358k | 2.5k | 145.43 |
| 2023-03-31 | $272k | 2.1k | 130.32 |
| 2022-12-31 | $221k | 1.7k | 134.14 |