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Centric Wealth Management: JPM position timeline

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

Centric Wealth Management held 16,502 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,502 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $5,076,785.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 16,502 shares
    Change vs previous 13F +157 shares

    1.01% of the 13F portfolio, value $5,076,785.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 16,345 shares
    Change vs previous 13F +662 shares

    1.06% of the 13F portfolio, value $5,036,517.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 15,683 shares
    Change vs previous 13F +649 shares

    1.09% of the 13F portfolio, value $4,879,431.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 15,034 shares
    Change vs previous 13F +241 shares

    1.04% of the 13F portfolio, value $4,341,212.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 14,793 shares
    Change vs previous 13F +1,680 shares

    0.95% of the 13F portfolio, value $3,628,706.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 13,113 shares
    Change vs previous 13F +5,954 shares

    0.85% of the 13F portfolio, value $3,143,269.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,159 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,768,627.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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