CAN
Cetera Advisor Networks’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $76.6M | Buy |
382,523
+8,929
| +2% | +$1.79M | 0.38% | 52 |
|
|
2023
Q4 | $63.5M | Sell |
373,594
-5,884
| -2% | -$1M | 0.35% | 56 |
|
|
2023
Q3 | $55M | Buy |
379,478
+29,287
| +8% | +$4.25M | 0.35% | 61 |
|
|
2023
Q2 | $50.9M | Buy |
350,191
+2,495
| +0.7% | +$363K | 0.35% | 54 |
|
|
2023
Q1 | $45.3M | Buy |
347,696
+5,442
| +2% | +$709K | 0.33% | 59 |
|
|
2022
Q4 | $45.9M | Buy |
342,254
+73,989
| +28% | +$9.92M | 0.37% | 48 |
|
|
2022
Q3 | $28M | Buy |
268,265
+17,006
| +7% | +$1.78M | 0.35% | 56 |
|
|
2022
Q2 | $28.3M | Buy |
251,259
+36,209
| +17% | +$4.08M | 0.36% | 49 |
|
|
2022
Q1 | $29.3M | Sell |
215,050
-5,189
| -2% | -$707K | 0.36% | 49 |
|
|
2021
Q4 | $34.9M | Buy |
220,239
+5,556
| +3% | +$880K | 0.43% | 37 |
|
|
2021
Q3 | $35.1M | Buy |
214,683
+19,824
| +10% | +$3.25M | 0.48% | 29 |
|
|
2021
Q2 | $30.3M | Buy |
194,859
+94,542
| +94% | +$14.7M | 0.43% | 36 |
|
|
2021
Q1 | $15.3M | Sell |
100,317
-2,682
| -3% | -$408K | 0.32% | 65 |
|
|
2020
Q4 | $13.1M | Sell |
102,999
-2,963
| -3% | -$377K | 0.3% | 69 |
|
|
2020
Q3 | $10.2M | Buy |
105,962
+3,491
| +3% | +$336K | 0.27% | 85 |
|
|
2020
Q2 | $9.64M | Buy |
102,471
+2,631
| +3% | +$247K | 0.26% | 87 |
|
|
2020
Q1 | $8.99M | Sell |
99,840
-4,025
| -4% | -$362K | 0.3% | 73 |
|
|
2019
Q4 | $14.5M | Buy |
103,865
+9,119
| +10% | +$1.27M | 0.39% | 56 |
|
|
2019
Q3 | $11.2M | Sell |
94,746
-4,469
| -5% | -$527K | 0.34% | 63 |
|
|
2019
Q2 | $11.1M | Buy |
99,215
+8,968
| +10% | +$1M | 0.34% | 63 |
|
|
2019
Q1 | $9.11M | Buy |
90,247
+970
| +1% | +$97.9K | 0.3% | 75 |
|
|
2018
Q4 | $8.74M | Buy |
89,277
+744
| +0.8% | +$72.9K | 0.34% | 62 |
|
|
2018
Q3 | $10M | Buy |
88,533
+7,987
| +10% | +$902K | 0.35% | 56 |
|
|
2018
Q2 | $8.4M | Sell |
80,546
-3,319
| -4% | -$346K | 0.42% | 47 |
|
|
2018
Q1 | $9.2M | Sell |
83,865
-1,166
| -1% | -$128K | 0.4% | 46 |
|
|
2017
Q4 | $9.08M | Sell |
85,031
-8,371
| -9% | -$894K | 0.38% | 56 |
|
|
2017
Q3 | $8.93M | Sell |
93,402
-1,967
| -2% | -$188K | 0.41% | 56 |
|
|
2017
Q2 | $8.71M | Sell |
95,369
-2,111
| -2% | -$193K | 0.41% | 54 |
|
|
2017
Q1 | $8.57M | Buy |
97,480
+7,512
| +8% | +$660K | 0.41% | 54 |
|
|
2016
Q4 | $7.77M | Sell |
89,968
-49,773
| -36% | -$4.3M | 0.4% | 55 |
|
|
2016
Q3 | $9.31M | Buy |
139,741
+48,246
| +53% | +$3.21M | 0.36% | 57 |
|
|
2016
Q2 | $5.67M | Sell |
91,495
-23,835
| -21% | -$1.48M | 0.33% | 68 |
|
|
2016
Q1 | $6.85M | Sell |
115,330
-2,225
| -2% | -$132K | 0.43% | 47 |
|
|
2015
Q4 | $7.77M | Sell |
117,555
-2,046
| -2% | -$135K | 0.5% | 37 |
|
|
2015
Q3 | $7.26M | Buy |
119,601
+23,633
| +25% | +$1.43M | 0.5% | 37 |
|
|
2015
Q2 | $5.79M | Hold |
95,968
| – | – | 0.37% | 55 |
|
|
2015
Q1 | $5.79M | Buy |
95,968
+557
| +0.6% | +$33.6K | 0.37% | 54 |
|
|
2014
Q4 | $6M | Sell |
95,411
-10,826
| -10% | -$680K | 0.42% | 51 |
|
|
2014
Q3 | $6.38M | Sell |
106,237
-25,020
| -19% | -$1.5M | 0.43% | 50 |
|
|
2014
Q2 | $7.6M | Buy |
131,257
+1,336
| +1% | +$77.3K | 0.5% | 41 |
|
|
2014
Q1 | $7.84M | Sell |
129,921
-3,383
| -3% | -$204K | 0.56% | 35 |
|
|
2013
Q4 | $7.83M | Sell |
133,304
-3,800
| -3% | -$223K | 0.6% | 29 |
|
|
2013
Q3 | $7.11M | Buy |
137,104
+2,789
| +2% | +$145K | 0.61% | 35 |
|
|
2013
Q2 | $7.13M | Buy |
+134,315
| New | +$7.13M | 0.71% | 25 |
|