Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$682,155
+$61,772 QoQ
Shares Held
2,084
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#4,016
of 5,058 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Centennial Wealth Advisory LLC holds $1,561,472 across 4 Banks - Diversified names. JPM ranks #1 (43.7% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,155 | 2,084 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $620,383 | 2,109 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $776,550 | 2,410 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $758,924 | 2,406 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $579,530 | 1,999 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $506,053 | 2,063 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $456,647 | 1,905 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $413,496 | 1,961 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $408,565 | 2,020 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $322,082 | 1,608 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $222,490 | 1,308 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $202,447 | 1,396 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||