Centennial Wealth Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Sell |
1,999
-64
| -3% | -$18.6K | 0.18% | 72 |
|
|
2025
Q1 | $506K | Buy |
2,063
+158
| +8% | +$38.8K | 0.18% | 76 |
|
|
2024
Q4 | $457K | Sell |
1,905
-56
| -3% | -$13.4K | 0.18% | 72 |
|
|
2024
Q3 | $414K | Sell |
1,961
-59
| -3% | -$12.4K | 0.16% | 79 |
|
|
2024
Q2 | $409K | Buy |
2,020
+412
| +26% | +$83.3K | 0.18% | 73 |
|
|
2024
Q1 | $322K | Buy |
1,608
+300
| +23% | +$60.1K | 0.15% | 96 |
|
|
2023
Q4 | $222K | Sell |
1,308
-88
| -6% | -$15K | 0.11% | 121 |
|
|
2023
Q3 | $202K | Buy |
+1,396
| New | +$202K | 0.11% | 133 |
|