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Centerline Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Centerline Wealth Advisors’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 		$874K Sell
2,671
-1
-0% -$311 0.27% 47
2026
Q1 		$786K Sell
2,672
-112
-4% -$34K 0.28% 42
2025
Q4 		$897K Buy
2,784
+1
+0% +$310 0.32% 36
2025
Q3 		$878K Buy
2,783
+268
+11% +$79.7K 0.38% 27
2025
Q2 		$729K Sell
2,515
-41
-2% -$10.5K 0.36% 27
2025
Q1 		$627K Sell
2,556
-57
-2% -$14.5K 0.37% 24
2024
Q4 		$624K Buy
+2,613
New +$609K 0.37% 23

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Centerline Wealth Advisors's JPM Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, selling an estimated $311 and leaving 2,671 shares worth $874K. The position accounts for 0.27% of the portfolio, ranked #47.

Centerline Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $897K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Centerline Wealth Advisors held 2,671 shares of JPMorgan Chase worth $874K as of Q2 2026.
  • Centerline Wealth Advisors sold 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.27% of Centerline Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Centerline Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Centerline Wealth Advisors's JPMorgan Chase position peaked at $897K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.