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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All positions including JPMorgan Chase & Co. held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
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