Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,292,932
-$298,905 QoQ
Shares Held
13,115
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#2,242
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Consilium Wealth Advisory, LLC holds $20,829,879 across 4 Banks - Diversified names. JPM ranks #2 (20.6% of the industry book) .
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,292,932 | 13,115 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,591,837 | 15,610 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,952,350 | 12,266 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,837,836 | 12,167 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,177,413 | 10,960 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,678,676 | 10,920 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,627,940 | 10,963 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,212,241 | 15,234 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,030,259 | 14,982 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,630,139 | 13,131 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,067,565 | 12,155 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,541,417 | 10,629 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,360,882 | 9,357 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $935,886 | 7,182 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $860,117 | 6,414 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $656,260 | 6,280 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $769,576 | 6,834 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $876,264 | 6,428 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $992,854 | 6,270 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||