Consilium Wealth Advisory, LLC's ownership history for JPM

Consilium Wealth Advisory, LLC currently holds 12.2K shares with a market value of $3.8M. It started holding JPM on 2024-09-30. At its peak, it held 15.2K shares on 2024-09-30. Its highest holding value was $3.8M on 2025-09-30. At its lowest, it held 10.9K shares on 2025-03-31, with a value of $2.6M on 2024-12-31. In the recent 180 days, Consilium Wealth Advisory, LLC has increased its shares by 1.2K. In the recent year, Consilium Wealth Advisory, LLC has decreased its shares by 3.1K.