News + Filings Holdings
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Consilium Wealth Advisory, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | JPMORGAN CHASE & CO | JPM | 10,629 | 1,272 | 1,541,418,000 | 180,491,000 | $145,020.04 |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 9,357 | 3,077 | 1,360,927,000 | 1,360,271,000 | $145,444.80 |
| 03/31/2023 | JPMORGAN CHASE & CO | JPM | 7,182 | 902 | 935,886,000 | 935,230,000 | $130,309.94 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 6,280 | -554 | 656,000 | -114,000 | $104.46 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 6,834 | 406 | 770,000 | -106,000 | $112.67 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 6,428 | 158 | 876,000 | -117,000 | $136.28 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 6,270 | 6,270 | 993,000 | 993,000 | $158.37 |
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