A detailed history of Centennial Wealth Advisory LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 1,961 shares of JPM stock, worth $465,933. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,961
Previous 2,020 2.92%
Holding current value
$465,933
Previous $408,000 1.23%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 30, 2024

SELL
$194.9 - $224.8 $11,499 - $13,263
-59 Reduced 2.92%
1,961 $413,000
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $74,192 - $84,373
412 Added 25.62%
2,020 $408,000
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $50,127 - $60,090
300 Added 22.94%
1,608 $322,000
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $11,940 - $14,986
-88 Reduced 6.3%
1,308 $222,000
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $199,921 - $220,568
1,396 New
1,396 $202,000
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $449,972 - $592,273
4,661 New
4,661 $592,000

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 $697B
  • 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
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