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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Consultiva Wealth Management's JPM Position: Q1 2026 in Review

Consultiva Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,874 shares worth $551K. The position accounts for 1.6% of the portfolio, ranked #11.

Consultiva Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $623K in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Consultiva Wealth Management held 1,874 shares of JPMorgan Chase worth $551K as of Q1 2026.
  • Consultiva Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 1.6% of Consultiva Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Consultiva Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's JPMorgan Chase position peaked at $623K in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.