A detailed history of Centurion Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Centurion Wealth Management LLC holds 5,347 shares of JPM stock, worth $1.31 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,347
Previous 5,127 4.29%
Holding current value
$1.31 Million
Previous $1.03 Billion 9.78%
% of portfolio
0.36%
Previous 0.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $42,878 - $49,456
220 Added 4.29%
5,347 $1.13 Billion
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $56,309 - $67,501
337 Added 7.04%
5,127 $1.03 Billion
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $5,698 - $7,152
42 Added 0.88%
4,790 $815 Million
Q3 2023

Oct 31, 2023

BUY
$143.21 - $158.0 $4,153 - $4,582
29 Added 0.61%
4,748 $689 Million
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $21,924 - $25,015
172 Added 3.78%
4,719 $686 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $5,745 - $6,614
46 Added 1.02%
4,547 $593 Million
Q4 2022

Feb 23, 2023

BUY
$101.96 - $137.84 $187,096 - $252,936
1,835 Added 68.83%
4,501 $604 Million
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $271,825 - $367,481
2,666 New
2,666 $358 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $720B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Centurion Wealth Management LLC Portfolio

Follow Centurion Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centurion Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centurion Wealth Management LLC with notifications on news.