Centurion Wealth Management’s JPMorgan Chase JPM Stock Holding History

Centurion Wealth Management’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	$1.57M	Sell	4,808 -1,334	-22%	-$414K	0.38%	64
2026 Q1	$1.81M	Sell	6,142 -609	-9%	-$185K	0.41%	63
2025 Q4	$2.18M	Buy	6,751 +86	+1%	+$26.6K	0.48%	51
2025 Q3	$2.1M	Buy	6,665 +1,228	+23%	+$365K	0.48%	53
2025 Q2	$1.58M	Sell	5,437 -55	-1%	-$14K	0.45%	56
2025 Q1	$1.32M	Hold	5,492	–	–	0.41%	51
2024 Q4	$1.32M	Buy	5,492 +145	+3%	+$33.8K	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%	+$60.8K	0.4%	48
2023 Q4	$815K	Buy	4,790 +42	+0.9%	+$6.37K	0.35%	54
2023 Q3	$689K	Buy	4,748 +29	+0.6%	+$4.35K	0.34%	55
2023 Q2	$686K	Buy	4,719 +172	+4%	+$23.7K	0.33%	56
2023 Q1	$593K	Buy	4,547 +46	+1%	+$6.3K	0.3%	61
2022 Q4	$604K	Buy	+4,501	New	+$570K	0.34%	62

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Centurion Wealth Management's JPM Position: Q2 2026 in Review

Centurion Wealth Management reduced its JPMorgan Chase (JPM) stake by 22% in Q2 2026, selling an estimated $414K and leaving 4,808 shares worth $1.57M. The position accounts for 0.38% of the portfolio, ranked #64.

Centurion Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.18M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Centurion Wealth Management held 4,808 shares of JPMorgan Chase worth $1.57M as of Q2 2026.
Centurion Wealth Management sold 1,334 JPMorgan Chase shares in Q2 2026, an estimated $414K.
JPMorgan Chase made up 0.38% of Centurion Wealth Management's portfolio in Q2 2026, its #64 holding.
Centurion Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's JPMorgan Chase position peaked at $2.18M in Q4 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.