Centre Asset Management’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
Q1 | $5.53M | Buy |
+22,560
| New | +$5.75M | 1.42% | 32 |
|
|
2024
Q3 | – | Sell |
-28,120
| Closed | -$5.69M | – | 64 |
|
|
2024
Q2 | $5.69M | Buy |
28,120
+629
| +2% | +$123K | 1.31% | 34 |
|
|
2024
Q1 | $5.51M | Sell |
27,491
-1,515
| -5% | -$273K | 1.31% | 31 |
|
|
2023
Q4 | $4.93M | Sell |
29,006
-3,700
| -11% | -$561K | 1.19% | 31 |
|
|
2023
Q3 | $4.74M | Sell |
32,706
-1,141
| -3% | -$171K | 1.16% | 33 |
|
|
2023
Q2 | $4.92M | Buy |
33,847
+896
| +3% | +$123K | 1.09% | 36 |
|
|
2023
Q1 | $4.29M | Buy |
+32,951
| New | +$4.51M | 1.04% | 39 |
|
|
2022
Q4 | – | Sell |
-31,212
| Closed | -$3.26M | – | 79 |
|
|
2022
Q3 | $3.26M | Sell |
31,212
-122
| -0.4% | -$14K | 0.9% | 39 |
|
|
2022
Q2 | $3.53M | Buy |
31,334
+9,529
| +44% | +$1.18M | 0.94% | 35 |
|
|
2022
Q1 | $2.97M | Buy |
+21,805
| New | +$3.22M | 0.93% | 37 |
|
|
2021
Q3 | – | Sell |
-16,120
| Closed | -$2.51M | – | 61 |
|
|
2021
Q2 | $2.51M | Sell |
16,120
-3,810
| -19% | -$598K | 1.3% | 37 |
|
|
2021
Q1 | $3.03M | Sell |
19,930
-6,870
| -26% | -$988K | 1.4% | 32 |
|
|
2020
Q4 | $3.4M | Buy |
+26,800
| New | +$3M | 1.6% | 29 |
|
|
2020
Q3 | – | Sell |
-23,280
| Closed | -$2.19M | – | 62 |
|
|
2020
Q2 | $2.19M | Sell |
23,280
-13,460
| -37% | -$1.28M | 0.9% | 41 |
|
|
2020
Q1 | $3.31M | Sell |
36,740
-5,430
| -13% | -$660K | 1.01% | 36 |
|
|
2019
Q4 | $5.88M | Buy |
+42,170
| New | +$5.41M | 1.38% | 29 |
|
|
2016
Q3 | – | Sell |
-96,460
| Closed | -$5.99M | – | 73 |
|
|
2016
Q2 | $5.99M | Sell |
96,460
-800
| -0.8% | -$50K | 1.06% | 40 |
|
|
2016
Q1 | $5.76M | Sell |
97,260
-3,170
| -3% | -$185K | 1% | 45 |
|
|
2015
Q4 | $6.63M | Sell |
100,430
-4,450
| -4% | -$290K | 1.14% | 42 |
|
|
2015
Q3 | $6.39M | Buy |
104,880
+101,000
| +2,603% | +$6.62M | 1.11% | 43 |
|
|
2015
Q2 | $263K | Hold |
3,880
| – | – | 0.04% | 101 |
|
|
2015
Q1 | $235K | Sell |
3,880
-3,520
| -48% | -$208K | 0.03% | 100 |
|
|
2014
Q4 | $463K | Hold |
7,400
| – | – | 0.07% | 92 |
|
|
2014
Q3 | $446K | Sell |
7,400
-24,244
| -77% | -$1.42M | 0.07% | 102 |
|
|
2014
Q2 | $1.82M | Sell |
31,644
-580
| -2% | -$32.6K | 0.27% | 76 |
|
|
2014
Q1 | $1.96M | Buy |
32,224
+2,840
| +10% | +$164K | 0.29% | 74 |
|
|
2013
Q4 | $1.72M | Buy |
29,384
+300
| +1% | +$16.4K | 0.27% | 78 |
|
|
2013
Q3 | $1.5M | Sell |
29,084
-42,600
| -59% | -$2.29M | 0.24% | 82 |
|
|
2013
Q2 | $3.78M | Buy |
+71,684
| New | +$3.64M | 0.62% | 72 |
|
Other funds holding JPM
Centre Asset Management's JPM Position: Q1 2025 in Review
Centre Asset Management opened a new position in JPMorgan Chase (JPM) in Q1 2025: 22,560 shares worth $5.53M. The stake represents 1.42% of the portfolio and ranks #32 among its holdings. This is a return to the name: Centre Asset Management previously reported a position in JPM as recently as Q2 2024.
Centre Asset Management first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. The position peaked at $6.63M in Q4 2015. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Centre Asset Management held 22,560 shares of JPMorgan Chase worth $5.53M as of Q1 2025.
- JPMorgan Chase was a new Centre Asset Management position in Q1 2025.
- JPMorgan Chase made up 1.42% of Centre Asset Management's portfolio in Q1 2025, its #32 holding.
- Centre Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
- Centre Asset Management's JPMorgan Chase position peaked at $6.63M in Q4 2015.
- 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Centre Asset Management's 13F filing for Q1 2025, filed 1 Apr 2025.