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
2025 Q2	$1.13M	Buy
2025 Q1	$917K	Buy
2024 Q4	$891K	Buy
2024 Q3	$764K	Buy
2024 Q2	$655K	Buy
2024 Q1	$630K	Buy
2023 Q4	$502K	Buy
2023 Q3	$308K	Sell
2023 Q2	$358K	Buy
2023 Q1	$272K	Buy
2022 Q4	$221K	Buy