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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
Q2 		$1.31M Buy
3,994
+55
+1% +$17.1K 0.31% 36
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Consilio Wealth Advisors's JPM Position: Q2 2026 in Review

Consilio Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,994 shares worth $1.31M. The position accounts for 0.31% of the portfolio, ranked #36.

Consilio Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Consilio Wealth Advisors held 3,994 shares of JPMorgan Chase worth $1.31M as of Q2 2026.
  • Consilio Wealth Advisors bought 55 JPMorgan Chase shares in Q2 2026, an estimated $17.1K.
  • JPMorgan Chase made up 0.31% of Consilio Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Consilio Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.