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JPMorgan Chase & Co. shares owned by Centurion Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Centurion Wealth Management from 13F filings

Historical chart of Centurion Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Centurion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 5.1k 200.31
2023-12-31 $815k 4.8k 170.12
2023-09-30 $689k 4.7k 145.03
2023-06-30 $686k 4.7k 145.45
2023-03-31 $593k 4.5k 130.31
2022-12-31 $604k 4.5k 134.09

More positions owned by Centurion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Total Usd (IUSB)
First Tr Value Line Divid In SHS (FVD)
NVIDIA Corporation (NVDA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Centurion Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.