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Disclosery

Centerpoint Advisory Group: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centerpoint Advisory Group on JPM, newest first. How the timeline and the estimate are built.

Centerpoint Advisory Group held 8,041 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,041 shares
    Change vs previous 13F -538 shares

    1.67% of the 13F portfolio, value $2,632,059.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,579 shares
    Change vs previous 13F 0 shares

    1.9% of the 13F portfolio, value $2,523,600.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,579 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $2,764,327.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,579 shares
    Change vs previous 13F 0 shares

    2.11% of the 13F portfolio, value $2,706,074.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,579 shares
    Change vs previous 13F +793 shares

    2.16% of the 13F portfolio, value $2,487,138.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,786 shares
    Change vs previous 13F +137 shares

    1.88% of the 13F portfolio, value $1,909,910.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,649 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $1,833,543.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).