CWA
Consilio Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,941
+203
| +5% | +$58.3K | 0.4% | 28 |
|
|
2025
Q1 | $917K | Buy |
3,738
+23
| +0.6% | +$5.64K | 0.38% | 26 |
|
|
2024
Q4 | $891K | Buy |
3,715
+92
| +3% | +$22.1K | 0.36% | 29 |
|
|
2024
Q3 | $764K | Buy |
3,623
+380
| +12% | +$80.1K | 0.32% | 32 |
|
|
2024
Q2 | $655K | Buy |
3,243
+98
| +3% | +$19.8K | 0.29% | 35 |
|
|
2024
Q1 | $630K | Buy |
3,145
+193
| +7% | +$38.7K | 0.3% | 33 |
|
|
2023
Q4 | $502K | Buy |
2,952
+795
| +37% | +$135K | 0.25% | 35 |
|
|
2023
Q3 | $308K | Sell |
2,157
-305
| -12% | -$43.5K | 0.18% | 38 |
|
|
2023
Q2 | $358K | Buy |
2,462
+377
| +18% | +$54.8K | 0.2% | 38 |
|
|
2023
Q1 | $272K | Buy |
2,085
+435
| +26% | +$56.7K | 0.15% | 42 |
|
|
2022
Q4 | $221K | Buy |
+1,650
| New | +$221K | 0.14% | 44 |
|