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JPMorgan Chase & Co. shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. investment in JPMorgan Chase & Co.

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Quarterly reported holdings in JPMorgan Chase & Co. by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $623k 2.0k 315.43
2025-06-30 $572k 2.0k 289.91
2025-03-31 $484k 2.0k 245.30
2024-12-31 $186k 774 239.71