JPMorgan Chase & Co. shares owned by Centric Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 16k | 311.13 |
| 2025-06-30 | $4.3M | 15k | 288.76 |
| 2025-03-31 | $3.6M | 15k | 245.30 |
| 2024-12-31 | $3.1M | 13k | 239.71 |
| 2024-09-30 | $1.8M | 7.2k | 247.05 |
| 2024-06-30 | $1.5M | 7.3k | 212.25 |
| 2024-03-31 | $1.4M | 7.2k | 191.75 |
| 2023-12-31 | $711k | 4.1k | 174.49 |
| 2023-09-30 | $572k | 3.9k | 145.02 |
| 2023-06-30 | $572k | 3.9k | 145.16 |
| 2023-03-31 | $515k | 4.0k | 130.32 |
| 2022-12-31 | $528k | 3.9k | 134.11 |
| 2022-09-30 | $559k | 5.4k | 104.43 |
| 2022-06-30 | $622k | 5.5k | 112.60 |
| 2022-03-31 | $744k | 5.5k | 136.34 |
| 2021-12-31 | $878k | 5.5k | 158.28 |
| 2021-09-30 | $791k | 4.8k | 163.77 |
| 2021-06-30 | $782k | 5.0k | 155.50 |
| 2021-03-31 | $817k | 5.4k | 152.23 |
| 2020-12-31 | $682k | 5.4k | 127.05 |
| 2020-09-30 | $474k | 4.2k | 113.26 |
| 2020-06-30 | $320k | 3.4k | 94.20 |
| 2020-03-31 | $474k | 4.2k | 113.26 |
| 2019-09-30 | $474k | 4.2k | 113.26 |
| 2019-06-30 | $450k | 4.0k | 111.86 |
| 2019-03-31 | $438k | 4.3k | 101.27 |
| 2018-12-31 | $406k | 4.2k | 97.64 |