Cetera Advisor Networks’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $76.6M | Buy |
382,523
+8,929
| +2% | +$1.61M | 0.38% | 52 |
|
|
2023
Q4 | $63.5M | Sell |
373,594
-5,884
| -2% | -$892K | 0.35% | 56 |
|
|
2023
Q3 | $55M | Buy |
379,478
+29,287
| +8% | +$4.39M | 0.35% | 61 |
|
|
2023
Q2 | $50.9M | Buy |
350,191
+2,495
| +0.7% | +$343K | 0.35% | 54 |
|
|
2023
Q1 | $45.3M | Buy |
347,696
+5,442
| +2% | +$746K | 0.33% | 59 |
|
|
2022
Q4 | $45.9M | Buy |
342,254
+73,989
| +28% | +$9.37M | 0.37% | 48 |
|
|
2022
Q3 | $28M | Buy |
268,265
+17,006
| +7% | +$1.95M | 0.35% | 56 |
|
|
2022
Q2 | $28.3M | Buy |
251,259
+36,209
| +17% | +$4.49M | 0.36% | 49 |
|
|
2022
Q1 | $29.3M | Sell |
215,050
-5,189
| -2% | -$766K | 0.36% | 49 |
|
|
2021
Q4 | $34.9M | Buy |
220,239
+5,556
| +3% | +$912K | 0.43% | 37 |
|
|
2021
Q3 | $35.1M | Buy |
214,683
+19,824
| +10% | +$3.11M | 0.48% | 29 |
|
|
2021
Q2 | $30.3M | Buy |
194,859
+94,542
| +94% | +$14.8M | 0.43% | 36 |
|
|
2021
Q1 | $15.3M | Sell |
100,317
-2,682
| -3% | -$386K | 0.32% | 65 |
|
|
2020
Q4 | $13.1M | Sell |
102,999
-2,963
| -3% | -$331K | 0.3% | 69 |
|
|
2020
Q3 | $10.2M | Buy |
105,962
+3,491
| +3% | +$343K | 0.27% | 85 |
|
|
2020
Q2 | $9.64M | Buy |
102,471
+2,631
| +3% | +$250K | 0.26% | 87 |
|
|
2020
Q1 | $8.99M | Sell |
99,840
-4,025
| -4% | -$489K | 0.3% | 73 |
|
|
2019
Q4 | $14.5M | Buy |
103,865
+9,119
| +10% | +$1.17M | 0.39% | 56 |
|
|
2019
Q3 | $11.2M | Sell |
94,746
-4,469
| -5% | -$505K | 0.34% | 63 |
|
|
2019
Q2 | $11.1M | Buy |
99,215
+8,968
| +10% | +$989K | 0.34% | 63 |
|
|
2019
Q1 | $9.11M | Buy |
90,247
+970
| +1% | +$99.9K | 0.3% | 75 |
|
|
2018
Q4 | $8.74M | Buy |
89,277
+744
| +0.8% | +$79.3K | 0.34% | 62 |
|
|
2018
Q3 | $10M | Buy |
88,533
+7,987
| +10% | +$907K | 0.35% | 56 |
|
|
2018
Q2 | $8.4M | Sell |
80,546
-3,319
| -4% | -$364K | 0.42% | 47 |
|
|
2018
Q1 | $9.2M | Sell |
83,865
-1,166
| -1% | -$132K | 0.4% | 46 |
|
|
2017
Q4 | $9.08M | Sell |
85,031
-8,371
| -9% | -$848K | 0.38% | 56 |
|
|
2017
Q3 | $8.93M | Sell |
93,402
-1,967
| -2% | -$181K | 0.41% | 56 |
|
|
2017
Q2 | $8.71M | Sell |
95,369
-2,111
| -2% | -$182K | 0.41% | 54 |
|
|
2017
Q1 | $8.57M | Buy |
97,480
+7,512
| +8% | +$663K | 0.41% | 54 |
|
|
2016
Q4 | $7.77M | Sell |
89,968
-49,773
| -36% | -$3.8M | 0.4% | 55 |
|
|
2016
Q3 | $9.3M | Buy |
139,741
+48,246
| +53% | +$3.15M | 0.36% | 57 |
|
|
2016
Q2 | $5.67M | Sell |
91,495
-23,835
| -21% | -$1.49M | 0.33% | 68 |
|
|
2016
Q1 | $6.85M | Sell |
115,330
-2,225
| -2% | -$130K | 0.43% | 47 |
|
|
2015
Q4 | $7.77M | Sell |
117,555
-2,046
| -2% | -$133K | 0.5% | 37 |
|
|
2015
Q3 | $7.26M | Buy |
119,601
+23,633
| +25% | +$1.55M | 0.5% | 37 |
|
|
2015
Q2 | $5.79M | Hold |
95,968
| – | – | 0.37% | 55 |
|
|
2015
Q1 | $5.79M | Buy |
95,968
+557
| +0.6% | +$33K | 0.37% | 54 |
|
|
2014
Q4 | $6M | Sell |
95,411
-10,826
| -10% | -$651K | 0.42% | 51 |
|
|
2014
Q3 | $6.38M | Sell |
106,237
-25,020
| -19% | -$1.46M | 0.43% | 50 |
|
|
2014
Q2 | $7.6M | Buy |
131,257
+1,336
| +1% | +$75.1K | 0.5% | 41 |
|
|
2014
Q1 | $7.84M | Sell |
129,921
-3,383
| -3% | -$196K | 0.56% | 35 |
|
|
2013
Q4 | $7.83M | Sell |
133,304
-3,800
| -3% | -$208K | 0.6% | 29 |
|
|
2013
Q3 | $7.11M | Buy |
137,104
+2,789
| +2% | +$150K | 0.61% | 35 |
|
|
2013
Q2 | $7.13M | Buy |
+134,315
| New | +$6.83M | 0.71% | 25 |
|
Other funds holding JPM
Cetera Advisor Networks's JPM Position: Q1 2024 in Review
Cetera Advisor Networks increased its JPMorgan Chase (JPM) stake by 2.4% in Q1 2024, buying an estimated $1.61M and bringing the position to 382,523 shares worth $76.6M. The position accounts for 0.38% of the portfolio, ranked #52.
Cetera Advisor Networks first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.
- Cetera Advisor Networks held 382,523 shares of JPMorgan Chase worth $76.6M as of Q1 2024.
- Cetera Advisor Networks bought 8,929 JPMorgan Chase shares in Q1 2024, an estimated $1.61M.
- JPMorgan Chase made up 0.38% of Cetera Advisor Networks's portfolio in Q1 2024, its #52 holding.
- Cetera Advisor Networks first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
- 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.