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.
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Quarterly reported holdings in JPMorgan Chase & Co. by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.0k | 315.40 |
| 2025-06-30 | $1.1M | 3.9k | 287.08 |
| 2025-03-31 | $917k | 3.7k | 245.31 |
| 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 |