CWA
JPM icon

Consilium Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Consilium Wealth Advisory’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 		$4.59M Buy
15,610
+3,344
+27% +$1.01M 1.57% 18
2025
Q4 		$3.95M Buy
12,266
+99
+0.8% +$30.7K 1.46% 21
2025
Q3 		$3.84M Buy
12,167
+1,207
+11% +$359K 1.48% 22
2025
Q2 		$3.18M Buy
10,960
+40
+0.4% +$10.2K 1.34% 21
2025
Q1 		$2.68M Sell
10,920
-43
-0.4% -$11K 1.34% 22
2024
Q4 		$2.63M Sell
10,963
-4,271
-28% -$995K 1.25% 21
2024
Q3 		$3.21M Buy
15,234
+252
+2% +$53.1K 1.75% 18
2024
Q2 		$3.03M Buy
14,982
+1,851
+14% +$362K 1.65% 18
2024
Q1 		$2.63M Buy
13,131
+976
+8% +$176K 1.48% 19
2023
Q4 		$2.07M Buy
12,155
+1,526
+14% +$231K 1.24% 21
2023
Q3 		$1.54M Buy
10,629
+1,272
+14% +$191K 1.08% 22
2023
Q2 		$1.36M Buy
9,357
+2,175
+30% +$299K 0.94% 22
2023
Q1 		$936K Buy
7,182
+768
+12% +$105K 0.8% 25
2022
Q4 		$860K Buy
6,414
+134
+2% +$17K 0.73% 32
2022
Q3 		$656K Sell
6,280
-554
-8% -$63.6K 0.73% 34
2022
Q2 		$770K Buy
6,834
+406
+6% +$50.3K 0.83% 33
2022
Q1 		$876K Buy
6,428
+158
+3% +$23.3K 0.63% 38
2021
Q4 		$993K Buy
+6,270
New +$1.03M 0.64% 36

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Consilium Wealth Advisory's JPM Position: Q1 2026 in Review

Consilium Wealth Advisory increased its JPMorgan Chase (JPM) stake by 27% in Q1 2026, buying an estimated $1.01M and bringing the position to 15,610 shares worth $4.59M. The position accounts for 1.57% of the portfolio, ranked #18.

Consilium Wealth Advisory first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Consilium Wealth Advisory held 15,610 shares of JPMorgan Chase worth $4.59M as of Q1 2026.
  • Consilium Wealth Advisory bought 3,344 JPMorgan Chase shares in Q1 2026, an estimated $1.01M.
  • JPMorgan Chase made up 1.57% of Consilium Wealth Advisory's portfolio in Q1 2026, its #18 holding.
  • Consilium Wealth Advisory first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.