Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,573,802
-$232,928 QoQ
Shares Held
4,808
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#3,190
of 5,058 holders
Holding Since
Dec 2022
14 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, 2026Centurion Wealth Management LLC holds $2,754,175 across 4 Banks - Diversified names. JPM ranks #1 (57.1% of the industry book) .
All Filings in JPM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,573,802 | 4,808 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,806,730 | 6,142 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,175,307 | 6,751 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,102,340 | 6,665 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,576,240 | 5,437 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,347,187 | 5,492 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,316,487 | 5,492 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,127,468 | 5,347 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $1,026,938 | 5,127 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $814,779 | 4,790 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $688,554 | 4,748 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $686,331 | 4,719 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $592,519 | 4,547 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $603,584 | 4,501 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||