Skip to content
Disclosery

CONSILIO WEALTH ADVISORS, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONSILIO WEALTH ADVISORS, LLC on JPM, newest first. How the timeline and the estimate are built.

CONSILIO WEALTH ADVISORS, LLC held 3,994 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,994 shares
    Change vs previous 13F +55 shares

    0.31% of the 13F portfolio, value $1,307,438.

    13F-HR 0001986152-26-000120 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,939 shares
    Change vs previous 13F -44 shares

    0.34% of the 13F portfolio, value $1,158,712.

    13F-HR 0001986152-26-000060 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,983 shares
    Change vs previous 13F -63 shares

    0.38% of the 13F portfolio, value $1,283,354.

    13F-HR 0001986152-26-000048 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,046 shares
    Change vs previous 13F +105 shares

    0.42% of the 13F portfolio, value $1,276,125.

    13F-HR 0001986152-25-000109 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,941 shares
    Change vs previous 13F +203 shares

    0.4% of the 13F portfolio, value $1,131,366.

    13F-HR 0001951757-25-000982 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,738 shares
    Change vs previous 13F +23 shares

    0.38% of the 13F portfolio, value $916,967.

    13F-HR 0001951757-25-000295 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,715 shares
    Change vs previous 13F +92 shares

    0.36% of the 13F portfolio, value $890,529.

    13F-HR 0001951757-25-000004 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,623 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $763,980.

    13F-HR 0001951757-24-000969 filed by CONSILIO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).