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City Center Advisors LLC’s JPMorgan Chase JPM Stock Holding History

City Center Advisors LLC’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 		$249K Buy
753
+27
+4% +$9.44K 0.19% 156
2026
Q2 		$238K Sell
726
-14
-2% -$4.35K 0.19% 152
2026
Q1 		$218K Sell
740
-297
-29% -$90.1K 0.2% 150
2025
Q4 		$334K Buy
1,037
+22
+2% +$6.81K 0.31% 102
2025
Q3 		$320K Hold
1,015
– – 0.31% 108
2025
Q2 		$294K Buy
1,015
+138
+16% +$35.2K 0.32% 108
2025
Q1 		$215K Buy
+877
New +$224K 0.25% 142
2024
Q4 		– Sell
-1,013
Closed -$214K – 170
2024
Q3 		$214K Sell
1,013
-6
-0.6% -$1.26K 0.24% 154
2024
Q2 		$204K Hold
1,019
– – 0.24% 149
2024
Q1 		$204K Buy
+1,019
New +$184K 0.24% 149

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

City Center Advisors LLC's JPM Position: Q3 2026 in Review

City Center Advisors LLC increased its JPMorgan Chase (JPM) stake by 3.7% in Q3 2026, buying an estimated $9.44K and bringing the position to 753 shares worth $249K. The position accounts for 0.19% of the portfolio, ranked #156.

City Center Advisors LLC first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $334K in Q4 2025. 259 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • City Center Advisors LLC held 753 shares of JPMorgan Chase worth $249K as of Q3 2026.
  • City Center Advisors LLC bought 27 JPMorgan Chase shares in Q3 2026, an estimated $9.44K.
  • JPMorgan Chase made up 0.19% of City Center Advisors LLC's portfolio in Q3 2026, its #156 holding.
  • City Center Advisors LLC first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • City Center Advisors LLC's JPMorgan Chase position peaked at $334K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.