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Consilio Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Consilio Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Sell
3,939
-44
-1% -$13.4K 0.34% 36
2025
Q4 		$1.28M Sell
3,983
-63
-2% -$19.5K 0.38% 31
2025
Q3 		$1.28M Buy
4,046
+105
+3% +$31.2K 0.42% 29
2025
Q2 		$1.13M Buy
3,941
+203
+5% +$51.8K 0.4% 28
2025
Q1 		$917K Buy
3,738
+23
+0.6% +$5.86K 0.38% 26
2024
Q4 		$891K Buy
3,715
+92
+3% +$21.4K 0.36% 29
2024
Q3 		$764K Buy
3,623
+380
+12% +$80K 0.32% 32
2024
Q2 		$655K Buy
3,243
+98
+3% +$19.2K 0.29% 35
2024
Q1 		$630K Buy
3,145
+193
+7% +$34.8K 0.3% 33
2023
Q4 		$502K Buy
2,952
+795
+37% +$120K 0.25% 35
2023
Q3 		$308K Sell
2,157
-305
-12% -$45.7K 0.18% 38
2023
Q2 		$358K Buy
2,462
+377
+18% +$51.9K 0.2% 38
2023
Q1 		$272K Buy
2,085
+435
+26% +$59.6K 0.15% 42
2022
Q4 		$221K Buy
+1,650
New +$209K 0.14% 44

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Consilio Wealth Advisors's JPM Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $13.4K and leaving 3,939 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #36.

Consilio Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2025. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Consilio Wealth Advisors held 3,939 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
  • Consilio Wealth Advisors sold 44 JPMorgan Chase shares in Q1 2026, an estimated $13.4K.
  • JPMorgan Chase made up 0.34% of Consilio Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Consilio Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Consilio Wealth Advisors's JPMorgan Chase position peaked at $1.28M in Q4 2025.
  • 5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.