Centurion Wealth Management
JPM icon

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
Q3 		$1.57M Sell
4,753
-55
-1% -$19.2K 0.38% 64
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% +$6.36K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Centurion Wealth Management's JPM Position: Q3 2026 in Review

Centurion Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q3 2026, selling an estimated $19.2K and leaving 4,753 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 15 quarters since. The position peaked at $2.18M in Q4 2025. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Centurion Wealth Management held 4,753 shares of JPMorgan Chase worth $1.57M as of Q3 2026.
  • Centurion Wealth Management sold 55 JPMorgan Chase shares in Q3 2026, an estimated $19.2K.
  • JPMorgan Chase made up 0.38% of Centurion Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Centurion Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's JPMorgan Chase position peaked at $2.18M in Q4 2025.
  • 1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.