Centaurus Financial’s JPMorgan Chase JPM Stock Holding History

Centaurus Financial’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.3M	Sell	49,228 -1,222	-2%	-$354K	0.83%	26
2025 Q1	$12.4M	Buy	50,450 +431	+0.9%	+$106K	0.75%	32
2024 Q4	$12M	Buy	50,019 +8,107	+19%	+$1.94M	0.73%	29
2024 Q3	$8.84M	Buy	41,912 +2,944	+8%	+$621K	0.56%	40
2024 Q2	$7.88M	Buy	38,968 +5,900	+18%	+$1.19M	0.52%	44
2024 Q1	$6.62M	Buy	33,068 +1,956	+6%	+$392K	0.46%	49
2023 Q4	$5.29M	Sell	31,112 -818	-3%	-$139K	0.4%	58
2023 Q3	$4.63M	Buy	31,930 +5,395	+20%	+$782K	0.4%	58
2023 Q2	$3.86M	Sell	26,535 -12,566	-32%	-$1.83M	0.34%	71
2023 Q1	$5.1M	Buy	39,101 +4,616	+13%	+$601K	0.41%	57
2022 Q4	$4.62M	Sell	34,485 -8,876	-20%	-$1.19M	0.43%	53
2022 Q3	$4.53M	Buy	43,361 +536	+1%	+$56K	0.44%	46
2022 Q2	$4.82M	Buy	42,825 +2,888	+7%	+$325K	0.48%	38
2022 Q1	$5.44M	Sell	39,937 -519	-1%	-$70.7K	0.43%	46
2021 Q4	$6.41M	Buy	40,456 +6,200	+18%	+$982K	0.48%	42
2021 Q3	$5.61M	Buy	34,256 +1,401	+4%	+$229K	0.47%	42
2021 Q2	$5.11M	Buy	32,855 +4,093	+14%	+$637K	0.43%	47
2021 Q1	$4.38M	Sell	28,762 -3,109	-10%	-$473K	0.43%	52
2020 Q4	$4.05M	Sell	31,871 -2,773	-8%	-$352K	0.43%	54
2020 Q3	$3.34M	Sell	34,644 -2,609	-7%	-$251K	0.46%	55
2020 Q2	$3.5M	Buy	37,253 +2,949	+9%	+$277K	0.52%	45
2020 Q1	$3.09M	Buy	34,304 +8,755	+34%	+$788K	0.62%	39
2019 Q4	$3.56M	Buy	25,549 +1,144	+5%	+$159K	0.5%	44
2019 Q3	$2.87M	Sell	24,405 -2,388	-9%	-$281K	0.45%	54
2019 Q2	$3M	Buy	26,793 +24,029	+869%	+$2.69M	0.47%	54
2019 Q1	$27.3K	Sell	2,764 -530	-16%	-$5.24K	0.16%	125
2018 Q4	$34	Buy	3,294 +3,268	+12,569%	+$34	0.24%	89
2018 Q3	$2.99K	Sell	26 -32,203	-100%	-$3.7M	0.54%	49
2018 Q2	$3.36M	Buy	32,229 +9,093	+39%	+$947K	0.46%	52
2018 Q1	$2.54M	Buy	23,136 +1,792	+8%	+$197K	0.6%	46
2017 Q4	$2.28M	Buy	+21,344	New	+$2.28M	0.59%	49