CWM
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Consultiva Wealth Management’s JPMorgan Chase JPM Stock Holding History

Consultiva Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$572K Hold
1,974
– – 1.77% 12
2025
Q1 		$484K Buy
1,974
+1,200
+155% +$294K 1.67% 12
2024
Q4 		$186K Buy
+774
New +$186K 0.93% 15