Centennial Wealth Advisory
JPM icon

Centennial Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Centennial Wealth Advisory’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$788K Buy
2,378
+294
+14% +$103K 0.16% 89
2026
Q2 		$682K Sell
2,084
-25
-1% -$7.76K 0.15% 103
2026
Q1 		$621K Sell
2,109
-301
-12% -$91.3K 0.15% 93
2025
Q4 		$777K Buy
2,410
+4
+0.2% +$1.24K 0.21% 68
2025
Q3 		$759K Buy
2,406
+407
+20% +$121K 0.21% 64
2025
Q2 		$580K Sell
1,999
-64
-3% -$16.3K 0.18% 72
2025
Q1 		$506K Buy
2,063
+158
+8% +$40.3K 0.18% 76
2024
Q4 		$457K Sell
1,905
-56
-3% -$13K 0.18% 72
2024
Q3 		$414K Sell
1,961
-59
-3% -$12.4K 0.16% 79
2024
Q2 		$409K Buy
2,020
+412
+26% +$80.5K 0.18% 73
2024
Q1 		$322K Buy
1,608
+300
+23% +$54.1K 0.15% 96
2023
Q4 		$222K Sell
1,308
-88
-6% -$13.3K 0.11% 121
2023
Q3 		$202K Buy
+1,396
New +$209K 0.11% 133

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Centennial Wealth Advisory's JPM Position: Q3 2026 in Review

Centennial Wealth Advisory increased its JPMorgan Chase (JPM) stake by 14% in Q3 2026, buying an estimated $103K and bringing the position to 2,378 shares worth $788K. The position accounts for 0.16% of the portfolio, ranked #89.

Centennial Wealth Advisory first reported a position in JPM in Q3 2023 and has held it in 13 quarters since. 1,898 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Centennial Wealth Advisory held 2,378 shares of JPMorgan Chase worth $788K as of Q3 2026.
  • Centennial Wealth Advisory bought 294 JPMorgan Chase shares in Q3 2026, an estimated $103K.
  • JPMorgan Chase made up 0.16% of Centennial Wealth Advisory's portfolio in Q3 2026, its #89 holding.
  • Centennial Wealth Advisory first reported a position in JPMorgan Chase in Q3 2023 and has held it in 13 quarters since.
  • 1,898 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.