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JPMorgan Chase & Co. shares owned by Centerpoint Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Centerpoint Advisory Group from 13F filings

Historical chart of Centerpoint Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Centerpoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 8.6k 315.43
2025-06-30 $2.5M 8.6k 289.91
2025-03-31 $1.9M 7.8k 245.30
2024-12-31 $1.8M 7.6k 239.71

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NVIDIA Corporation (NVDA)
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Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
T Rowe Price Etf Cap Appreciation (TCAF)
Etf Ser Solutions Distillate Us (DSTL)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Centerpoint Advisory Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.