Consilium Wealth Advisory
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
Q3 		$4.44M Buy
13,410
+295
+2% +$103K 1.31% 20
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Consilium Wealth Advisory's JPM Position: Q3 2026 in Review

Consilium Wealth Advisory increased its JPMorgan Chase (JPM) stake by 2.2% in Q3 2026, buying an estimated $103K and bringing the position to 13,410 shares worth $4.44M. The position accounts for 1.31% of the portfolio, ranked #20.

Consilium Wealth Advisory first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.59M in Q1 2026. 2,903 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Consilium Wealth Advisory held 13,410 shares of JPMorgan Chase worth $4.44M as of Q3 2026.
  • Consilium Wealth Advisory bought 295 JPMorgan Chase shares in Q3 2026, an estimated $103K.
  • JPMorgan Chase made up 1.31% of Consilium Wealth Advisory's portfolio in Q3 2026, its #20 holding.
  • Consilium Wealth Advisory first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's JPMorgan Chase position peaked at $4.59M in Q1 2026.
  • 2,903 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.