Consilium Wealth Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
10,960
+40
| +0.4% | +$11.6K | 1.34% | 21 |
|
|
2025
Q1 | $2.68M | Sell |
10,920
-43
| -0.4% | -$10.5K | 1.34% | 22 |
|
|
2024
Q4 | $2.63M | Sell |
10,963
-4,271
| -28% | -$1.02M | 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% | +$374K | 1.65% | 18 |
|
|
2024
Q1 | $2.63M | Buy |
13,131
+976
| +8% | +$195K | 1.48% | 19 |
|
|
2023
Q4 | $2.07M | Buy |
12,155
+1,526
| +14% | +$260K | 1.24% | 21 |
|
|
2023
Q3 | $1.54M | Buy |
10,629
+1,272
| +14% | +$184K | 1.08% | 22 |
|
|
2023
Q2 | $1.36M | Buy |
9,357
+2,175
| +30% | +$316K | 0.94% | 22 |
|
|
2023
Q1 | $936K | Buy |
7,182
+768
| +12% | +$100K | 0.8% | 25 |
|
|
2022
Q4 | $860K | Buy |
6,414
+134
| +2% | +$18K | 0.73% | 32 |
|
|
2022
Q3 | $656K | Sell |
6,280
-554
| -8% | -$57.9K | 0.73% | 34 |
|
|
2022
Q2 | $770K | Buy |
6,834
+406
| +6% | +$45.7K | 0.83% | 33 |
|
|
2022
Q1 | $876K | Buy |
6,428
+158
| +3% | +$21.5K | 0.63% | 38 |
|
|
2021
Q4 | $993K | Buy |
+6,270
| New | +$993K | 0.64% | 36 |
|