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Centurion Wealth Management LLC: JPM position timeline

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

Centurion Wealth Management LLC held 4,808 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,808 shares
    Change vs previous 13F -1,334 shares

    0.38% of the 13F portfolio, value $1,573,857.

    13F-HR 0002085853-26-000670 filed by Centurion Wealth Management LLC
    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 6,142 shares
    Change vs previous 13F -609 shares

    0.41% of the 13F portfolio, value $1,806,761.

    13F-HR 0002085853-26-000351 filed by Centurion Wealth Management LLC
    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 6,751 shares
    Change vs previous 13F +86 shares

    0.48% of the 13F portfolio, value $2,175,319.

    13F-HR 0002085853-26-000034 filed by Centurion Wealth Management LLC
    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 6,665 shares
    Change vs previous 13F +1,228 shares

    0.48% of the 13F portfolio, value $2,102,339.

    13F-HR 0002085853-25-000053 filed by Centurion Wealth Management LLC
    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 5,437 shares
    Change vs previous 13F -55 shares

    0.45% of the 13F portfolio, value $1,576,232.

    13F-HR 0001667731-25-000727 filed by Centurion Wealth Management LLC
    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 5,492 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,316,418.

    13F-HR 0001667731-25-000444 filed by Centurion Wealth Management LLC
    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 5,492 shares
    Change vs previous 13F +145 shares

    0.41% of the 13F portfolio, value $1,316,418.

    13F-HR 0001667731-25-000229 filed by Centurion Wealth Management LLC
    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 5,347 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,127,385.

    13F-HR 0001951368-24-000002 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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