Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,307,356
+$148,660 QoQ
Shares Held
3,994
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#3,367
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026CONSILIO WEALTH ADVISORS, LLC holds $2,373,421 across 4 Banks - Diversified names. JPM ranks #1 (55.1% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,356 | 3,994 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,158,696 | 3,939 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,283,402 | 3,983 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $1,276,229 | 4,046 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,142,535 | 3,941 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $916,931 | 3,738 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $890,522 | 3,715 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $763,945 | 3,623 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $655,929 | 3,243 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $629,943 | 3,145 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $502,135 | 2,952 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $312,808 | 2,157 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $358,073 | 2,462 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $271,696 | 2,085 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $221,265 | 1,650 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||