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Centerpoint Advisory Group → JPM-PM

Centerpoint Advisory Group JPM-PM Position History

JPM-PM

Quarters held
25
Latest value
$286K
Q3 2026
Peak value
$5.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q3 2025$2.3M
Q3 2025$430K
Q3 2025$5.5M
Q3 2025$502K
Q4 2025$2.8M
Q4 2025$2.2M
Q4 2025$405K
Q4 2025$5.1M
Q4 2025$455K
Q1 2026$2.5M
Q1 2026$2.1M
Q1 2026$385K
Q1 2026$4.6M
Q1 2026$417K
Q2 2026$2.6M
Q2 2026$2.5M
Q2 2026$374K
Q2 2026$5.2M
Q2 2026$356K
Q3 2026$2.7M
Q3 2026$2.4M
Q3 2026$354K
Q3 2026$4.7M
Q3 2026$286K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$286K5.6K——
Q3 2026$4.7M49.0K——
Q3 2026$354K7.0K——
Q3 2026$2.4M32.7K——
Q3 2026$2.7M8.1K——
Q2 2026$356K6.8K——
Q2 2026$5.2M53.0K——
Q2 2026$374K7.4K——
Q2 2026$2.5M34.3K——
Q2 2026$2.6M8.0K——
Q1 2026$417K8.0K——
Q1 2026$4.6M54.1K——
Q1 2026$385K7.6K——
Q1 2026$2.1M34.5K——
Q1 2026$2.5M8.6K——
Q4 2025$455K8.7K——
Q4 2025$5.1M55.4K——
Q4 2025$405K8.0K——
Q4 2025$2.2M35.5K——
Q4 2025$2.8M8.6K——
Q3 2025$502K9.6K——
Q3 2025$5.5M58.2K——
Q3 2025$430K8.5K——
Q3 2025$2.3M37.2K——
Q3 2025$2.7M8.6K——

Other funds holding JPM-PM

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NVDA

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IVZ

INVESCO EXCH TRADED FD TR II

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NVDA

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$7.7M
NVDA

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$7.1M