Centric Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.08M | Hold |
16,502
| – | – | 0.79% | 33 |
|
|
2026
Q1 | $5.08M | Buy |
16,502
+157
| +1% | +$47.6K | 1.01% | 24 |
|
|
2025
Q4 | $5.04M | Buy |
16,345
+662
| +4% | +$205K | 1.06% | 20 |
|
|
2025
Q3 | $4.88M | Buy |
15,683
+649
| +4% | +$193K | 1.09% | 21 |
|
|
2025
Q2 | $4.34M | Buy |
15,034
+241
| +2% | +$61.5K | 1.04% | 25 |
|
|
2025
Q1 | $3.63M | Buy |
14,793
+1,680
| +13% | +$428K | 0.95% | 27 |
|
|
2024
Q4 | $3.14M | Buy |
13,113
+5,954
| +83% | +$1.39M | 0.85% | 30 |
|
|
2024
Q3 | $1.77M | Sell |
7,159
-116
| -2% | -$24.4K | 0.47% | 66 |
|
|
2024
Q2 | $1.54M | Buy |
7,275
+28
| +0.4% | +$5.47K | 0.44% | 60 |
|
|
2024
Q1 | $1.39M | Buy |
7,247
+3,172
| +78% | +$572K | 0.44% | 63 |
|
|
2023
Q4 | $711K | Buy |
4,075
+130
| +3% | +$19.7K | 0.23% | 81 |
|
|
2023
Q3 | $572K | Buy |
3,945
+4
| +0.1% | +$600 | 0.24% | 68 |
|
|
2023
Q2 | $572K | Sell |
3,941
-9
| -0.2% | -$1.24K | 0.23% | 65 |
|
|
2023
Q1 | $515K | Buy |
3,950
+10
| +0.3% | +$1.37K | 0.22% | 68 |
|
|
2022
Q4 | $528K | Sell |
3,940
-1,413
| -26% | -$179K | 0.27% | 65 |
|
|
2022
Q3 | $559K | Sell |
5,353
-171
| -3% | -$19.6K | 0.22% | 80 |
|
|
2022
Q2 | $622K | Buy |
5,524
+67
| +1% | +$8.3K | 0.23% | 83 |
|
|
2022
Q1 | $744K | Sell |
5,457
-90
| -2% | -$13.3K | 0.24% | 89 |
|
|
2021
Q4 | $878K | Buy |
5,547
+717
| +15% | +$118K | 0.29% | 78 |
|
|
2021
Q3 | $791K | Sell |
4,830
-199
| -4% | -$31.2K | 0.29% | 79 |
|
|
2021
Q2 | $782K | Sell |
5,029
-338
| -6% | -$53.1K | 0.27% | 83 |
|
|
2021
Q1 | $817K | Sell |
5,367
-1
| -0% | -$144 | 0.23% | 111 |
|
|
2020
Q4 | $682K | Buy |
5,368
+1,183
| +28% | +$132K | 0.21% | 107 |
|
|
2020
Q3 | $474K | Buy |
4,185
+788
| +23% | +$77.4K | 0.36% | 67 |
|
|
2020
Q2 | $320K | Sell |
3,397
-788
| -19% | -$74.8K | 0.17% | 106 |
|
|
2020
Q1 | $474K | Buy |
+4,185
| New | +$508K | 0.36% | 67 |
|
|
2019
Q4 | – | Sell |
-4,185
| Closed | -$474K | – | 118 |
|
|
2019
Q3 | $474K | Buy |
4,185
+162
| +4% | +$18.3K | 0.36% | 67 |
|
|
2019
Q2 | $450K | Sell |
4,023
-302
| -7% | -$33.3K | 0.39% | 64 |
|
|
2019
Q1 | $438K | Buy |
4,325
+167
| +4% | +$17.2K | 0.41% | 59 |
|
|
2018
Q4 | $406K | Buy |
+4,158
| New | +$443K | 0.36% | 68 |
|
Other funds holding JPM
Centric Wealth Management's JPM Position: Q2 2026 in Review
Centric Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 16,502 shares worth $5.08M. The position accounts for 0.79% of the portfolio, ranked #33.
Centric Wealth Management first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Centric Wealth Management held 16,502 shares of JPMorgan Chase worth $5.08M as of Q2 2026.
- Centric Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.79% of Centric Wealth Management's portfolio in Q2 2026, its #33 holding.
- Centric Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.