Centaurus Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
49,375
+943
| +2% | +$286K | 0.69% | 27 |
|
|
2025
Q4 | $15.6M | Sell |
48,432
-1,971
| -4% | -$610K | 0.71% | 28 |
|
|
2025
Q3 | $15.9M | Buy |
50,403
+1,175
| +2% | +$349K | 0.75% | 28 |
|
|
2025
Q2 | $14.3M | Sell |
49,228
-1,222
| -2% | -$312K | 0.83% | 26 |
|
|
2025
Q1 | $12.4M | Buy |
50,450
+431
| +0.9% | +$110K | 0.75% | 32 |
|
|
2024
Q4 | $12M | Buy |
50,019
+8,107
| +19% | +$1.89M | 0.73% | 29 |
|
|
2024
Q3 | $8.84M | Buy |
41,912
+2,944
| +8% | +$620K | 0.56% | 40 |
|
|
2024
Q2 | $7.88M | Buy |
38,968
+5,900
| +18% | +$1.15M | 0.52% | 44 |
|
|
2024
Q1 | $6.62M | Buy |
33,068
+1,956
| +6% | +$353K | 0.46% | 49 |
|
|
2023
Q4 | $5.29M | Sell |
31,112
-818
| -3% | -$124K | 0.4% | 58 |
|
|
2023
Q3 | $4.63M | Buy |
31,930
+5,395
| +20% | +$809K | 0.4% | 58 |
|
|
2023
Q2 | $3.86M | Sell |
26,535
-12,566
| -32% | -$1.73M | 0.34% | 71 |
|
|
2023
Q1 | $5.09M | Buy |
39,101
+4,616
| +13% | +$632K | 0.41% | 57 |
|
|
2022
Q4 | $4.62M | Sell |
34,485
-8,876
| -20% | -$1.12M | 0.43% | 53 |
|
|
2022
Q3 | $4.53M | Buy |
43,361
+536
| +1% | +$61.5K | 0.44% | 46 |
|
|
2022
Q2 | $4.82M | Buy |
42,825
+2,888
| +7% | +$358K | 0.48% | 38 |
|
|
2022
Q1 | $5.44M | Sell |
39,937
-519
| -1% | -$76.6K | 0.43% | 46 |
|
|
2021
Q4 | $6.41M | Buy |
40,456
+6,200
| +18% | +$1.02M | 0.48% | 42 |
|
|
2021
Q3 | $5.61M | Buy |
34,256
+1,401
| +4% | +$220K | 0.47% | 42 |
|
|
2021
Q2 | $5.11M | Buy |
32,855
+4,093
| +14% | +$643K | 0.43% | 47 |
|
|
2021
Q1 | $4.38M | Sell |
28,762
-3,109
| -10% | -$447K | 0.43% | 52 |
|
|
2020
Q4 | $4.05M | Sell |
31,871
-2,773
| -8% | -$310K | 0.43% | 54 |
|
|
2020
Q3 | $3.33M | Sell |
34,644
-2,609
| -7% | -$256K | 0.46% | 55 |
|
|
2020
Q2 | $3.5M | Buy |
37,253
+2,949
| +9% | +$280K | 0.52% | 45 |
|
|
2020
Q1 | $3.09M | Buy |
34,304
+8,755
| +34% | +$1.06M | 0.62% | 39 |
|
|
2019
Q4 | $3.56M | Buy |
25,549
+1,144
| +5% | +$147K | 0.5% | 44 |
|
|
2019
Q3 | $2.87M | Sell |
24,405
-2,388
| -9% | -$270K | 0.45% | 54 |
|
|
2019
Q2 | $3M | Buy |
26,793
+24,029
| +869% | +$2.65M | 0.47% | 54 |
|
|
2019
Q1 | $27.3K | Sell |
2,764
-530
| -16% | -$54.6K | 0.16% | 125 |
|
|
2018
Q4 | $34 | Buy |
3,294
+3,268
| +12,569% | +$348K | 0.24% | 89 |
|
|
2018
Q3 | $2.99K | Sell |
26
-32,203
| -100% | -$3.66M | 0.54% | 49 |
|
|
2018
Q2 | $3.36M | Buy |
32,229
+9,093
| +39% | +$998K | 0.46% | 52 |
|
|
2018
Q1 | $2.54M | Buy |
23,136
+1,792
| +8% | +$203K | 0.6% | 46 |
|
|
2017
Q4 | $2.28M | Buy |
+21,344
| New | +$2.16M | 0.59% | 49 |
|
Other funds holding JPM
VCM
VPM
Centaurus Financial's JPM Position: Q1 2026 in Review
Centaurus Financial increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $286K and bringing the position to 49,375 shares worth $14.5M. The position accounts for 0.69% of the portfolio, ranked #27.
Centaurus Financial first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.9M in Q3 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Centaurus Financial held 49,375 shares of JPMorgan Chase worth $14.5M as of Q1 2026.
- Centaurus Financial bought 943 JPMorgan Chase shares in Q1 2026, an estimated $286K.
- JPMorgan Chase made up 0.69% of Centaurus Financial's portfolio in Q1 2026, its #27 holding.
- Centaurus Financial first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Centaurus Financial's JPMorgan Chase position peaked at $15.9M in Q3 2025.
- 5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.