Ownership history in Centric Wealth Management · 28 quarters on record
This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 16,345 | +662 | +4.2% | 1.06% | $5.0M | $320.77 |
| 2025 Q3 | ADDED | 15,683 | +649 | +4.3% | 1.09% | $4.9M | $312.49 |
| 2025 Q2 | ADDED | 15,034 | +241 | +1.6% | 1.04% | $4.3M | $285.83 |
| 2025 Q1 | ADDED | 14,793 | +1,680 | +12.8% | 0.95% | $3.6M | $240.37 |
| 2024 Q4 | ADDED | 13,113 | +5,954 | +83.2% | 0.85% | $3.1M | $233.69 |
| 2024 Q3 | REDUCED | 7,159 | -116 | -1.6% | 0.47% | $1.8M | $204.31 |
| 2024 Q2 | ADDED | 7,275 | +28 | +0.4% | 0.44% | $1.5M | $194.90 |
| 2024 Q1 | ADDED | 7,247 | +3,172 | +77.8% | 0.44% | $1.4M | $191.89 |
| 2023 Q4 | ADDED | 4,075 | +130 | +3.3% | 0.23% | $711K | $161.96 |
| 2023 Q3 | ADDED | 3,945 | +4 | +0.1% | 0.24% | $572K | $137.07 |
As of 2025 Q4 — sorted by position size