Centurion Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
5,437
-55
| -1% | -$15.9K | 0.45% | 56 |
|
|
2025
Q1 | $1.32M | Hold |
5,492
| – | – | 0.41% | 51 |
|
|
2024
Q4 | $1.32M | Buy |
5,492
+145
| +3% | +$34.8K | 0.41% | 51 |
|
|
2024
Q3 | $1.13M | Buy |
+5,347
| New | +$1.13M | 0.36% | 60 |
|
|
2024
Q1 | $1.03M | Buy |
5,127
+337
| +7% | +$67.5K | 0.4% | 48 |
|
|
2023
Q4 | $815K | Buy |
4,790
+42
| +0.9% | +$7.15K | 0.35% | 54 |
|
|
2023
Q3 | $689K | Buy |
4,748
+29
| +0.6% | +$4.21K | 0.34% | 55 |
|
|
2023
Q2 | $686K | Buy |
4,719
+172
| +4% | +$25K | 0.33% | 56 |
|
|
2023
Q1 | $593K | Buy |
4,547
+46
| +1% | +$5.99K | 0.3% | 60 |
|
|
2022
Q4 | $604K | Buy |
+4,501
| New | +$604K | 0.34% | 62 |
|