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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

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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
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

More positions owned by Consilio Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Consilio Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.