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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
Q2 		$4.29M Sell
13,115
-2,495
-16% -$775K 1.27% 21
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 $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 $3.37T AUM 44.26% 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

Consilium Wealth Advisory's JPM Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $775K and leaving 13,115 shares worth $4.29M. The position accounts for 1.27% of the portfolio, ranked #21.

Consilium Wealth Advisory first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.59M in Q1 2026. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Consilium Wealth Advisory held 13,115 shares of JPMorgan Chase worth $4.29M as of Q2 2026.
  • Consilium Wealth Advisory sold 2,495 JPMorgan Chase shares in Q2 2026, an estimated $775K.
  • JPMorgan Chase made up 1.27% of Consilium Wealth Advisory's portfolio in Q2 2026, its #21 holding.
  • Consilium Wealth Advisory first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Consilium Wealth Advisory's JPMorgan Chase position peaked at $4.59M in Q1 2026.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.