Back to JPM-PM
Consilium Wealth Advisory, LLC → JPM-PM
Consilium Wealth Advisory, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$1.1M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q3 2025 | $452K |
| Q3 2025 | $951K |
| Q4 2025 | $4M |
| Q4 2025 | $453K |
| Q4 2025 | $972K |
| Q1 2026 | $4.6M |
| Q1 2026 | $448K |
| Q1 2026 | $941K |
| Q2 2026 | $4.3M |
| Q2 2026 | $447K |
| Q2 2026 | $1.1M |
| Q3 2026 | $4.4M |
| Q3 2026 | $445K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 17.5K | — | — |
| Q3 2026 | $445K | 7.9K | — | — |
| Q3 2026 | $4.4M | 13.4K | — | — |
| Q2 2026 | $1.1M | 17.2K | — | — |
| Q2 2026 | $447K | 7.9K | — | — |
| Q2 2026 | $4.3M | 13.1K | — | — |
| Q1 2026 | $941K | 16.9K | — | — |
| Q1 2026 | $448K | 7.9K | — | — |
| Q1 2026 | $4.6M | 15.6K | — | — |
| Q4 2025 | $972K | 16.7K | — | — |
| Q4 2025 | $453K | 7.9K | — | — |
| Q4 2025 | $4M | 12.3K | — | — |
| Q3 2025 | $951K | 16.5K | — | — |
| Q3 2025 | $452K | 7.9K | — | — |
| Q3 2025 | $3.8M | 12.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B