A detailed history of Consilium Wealth Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 15,234 shares of JPM stock, worth $3.69 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
15,234
Previous 14,982 1.68%
Holding current value
$3.69 Million
Previous $3.03 Million 5.97%
% of portfolio
1.78%
Previous 1.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$194.9 - $224.8 $49,114 - $56,649
252 Added 1.68%
15,234 $3.21 Million
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $333,328 - $379,066
1,851 Added 14.1%
14,982 $3.03 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $163,079 - $195,492
976 Added 8.03%
13,131 $2.63 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $207,062 - $259,877
1,526 Added 14.36%
12,155 $2.07 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $182,163 - $200,976
1,272 Added 13.59%
10,629 $1.54 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $277,247 - $316,332
2,175 Added 30.28%
9,357 $1.36 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $95,930 - $110,438
768 Added 11.97%
7,182 $935,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $13,662 - $18,470
134 Added 2.13%
6,414 $860,000
Q3 2022

Oct 12, 2022

SELL
$20.73 - $120.58 $11,484 - $66,801
-554 Reduced 8.11%
6,280 $656,000
Q2 2022

Jul 12, 2022

BUY
$112.61 - $135.91 $45,719 - $55,179
406 Added 6.32%
6,834 $770,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $20,271 - $26,613
158 Added 2.52%
6,428 $876,000
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $965,203 - $1.08 Million
6,270 New
6,270 $993,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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