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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Centennial Wealth Advisory's JPM Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $7.76K and leaving 2,084 shares worth $682K. The position accounts for 0.15% of the portfolio, ranked #103.

Centennial Wealth Advisory first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $777K in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Centennial Wealth Advisory held 2,084 shares of JPMorgan Chase worth $682K as of Q2 2026.
  • Centennial Wealth Advisory sold 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
  • JPMorgan Chase made up 0.15% of Centennial Wealth Advisory's portfolio in Q2 2026, its #103 holding.
  • Centennial Wealth Advisory first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • Centennial Wealth Advisory's JPMorgan Chase position peaked at $777K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.