Consilium Wealth Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.84M | Buy |
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|
2025
Q2 | $3.18M | Buy |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $3.21M | Buy |
|
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $2.63M | Buy |
|
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $936K | Buy |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $656K | Sell |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $876K | Buy |
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|
2021
Q4 | $993K | Buy |
|