Centennial Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$759K Buy
2025
Q2
$580K Sell
2025
Q1
$506K Buy
2024
Q4
$457K Sell
2024
Q3
$414K Sell
2024
Q2
$409K Buy
2024
Q1
$322K Buy
2023
Q4
$222K Sell
2023
Q3
$202K Buy