JPMorgan Chase & Co. shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 12k | 315.42 |
| 2025-06-30 | $3.2M | 11k | 289.91 |
| 2025-03-31 | $2.7M | 11k | 245.30 |
| 2024-12-31 | $2.6M | 11k | 239.71 |
| 2024-09-30 | $3.2M | 15k | 210.86 |
| 2024-06-30 | $3.0M | 15k | 202.26 |
| 2024-03-31 | $2.6M | 13k | 200.31 |
| 2023-12-31 | $2.1M | 12k | 170.10 |
| 2023-09-30 | $1.5M | 11k | 145.02 |
| 2023-06-30 | $1.4M | 9.4k | 145.44 |
| 2023-03-31 | $936k | 7.2k | 130.31 |
| 2022-12-31 | $860k | 6.4k | 134.10 |
| 2022-09-30 | $656k | 6.3k | 104.46 |
| 2022-06-30 | $770k | 6.8k | 112.67 |
| 2022-03-31 | $876k | 6.4k | 136.28 |
| 2021-12-31 | $993k | 6.3k | 158.37 |