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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$590K Sell
1,803
-71
-4% -$22K 1.33% 14
2026
Q1 		$551K Hold
1,874
– – 1.6% 11
2025
Q4 		$604K Sell
1,874
-100
-5% -$31K 1.7% 11
2025
Q3 		$623K Hold
1,974
– – 1.75% 11
2025
Q2 		$572K Hold
1,974
– – 1.77% 12
2025
Q1 		$484K Buy
1,974
+1,200
+155% +$306K 1.67% 12
2024
Q4 		$186K Buy
+774
New +$180K 0.93% 15

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

Consultiva Wealth Management's JPM Position: Q2 2026 in Review

Consultiva Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, selling an estimated $22K and leaving 1,803 shares worth $590K. The position accounts for 1.33% of the portfolio, ranked #14.

Consultiva Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $623K in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Consultiva Wealth Management held 1,803 shares of JPMorgan Chase worth $590K as of Q2 2026.
  • Consultiva Wealth Management sold 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
  • JPMorgan Chase made up 1.33% of Consultiva Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Consultiva Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's JPMorgan Chase position peaked at $623K in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.