Cetera Advisors’s JPMorgan Chase JPM Stock Holding History

Cetera Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$91.2M	Buy	455,164 +205,592	+82%	+$37.1M	0.72%	17
2023 Q4	$42.5M	Buy	249,572 +17,953	+8%	+$2.72M	0.59%	31
2023 Q3	$33.6M	Buy	231,619 +7,480	+3%	+$1.12M	0.52%	33
2023 Q2	$32.6M	Buy	224,139 +6,342	+3%	+$872K	0.51%	37
2023 Q1	$28.4M	Sell	217,797 -11,823	-5%	-$1.62M	0.47%	44
2022 Q4	$30.8M	Buy	229,620 +2,683	+1%	+$340K	0.56%	36
2022 Q3	$23.7M	Buy	226,937 +30,038	+15%	+$3.45M	0.63%	29
2022 Q2	$22.2M	Buy	196,899 +3,312	+2%	+$410K	0.5%	38
2022 Q1	$26.4M	Buy	193,587 +5,681	+3%	+$839K	0.53%	34
2021 Q4	$29.8M	Sell	187,906 -13,396	-7%	-$2.2M	0.6%	26
2021 Q3	$33M	Buy	201,302 +31,322	+18%	+$4.91M	0.64%	23
2021 Q2	$26.4M	Buy	169,980 +5,472	+3%	+$859K	0.63%	25
2021 Q1	$25M	Buy	164,508 +10,119	+7%	+$1.46M	0.69%	20
2020 Q4	$19.6M	Buy	154,389 +2,345	+2%	+$262K	0.63%	25
2020 Q3	$14.6M	Buy	152,044 +24,200	+19%	+$2.38M	0.55%	29
2020 Q2	$12M	Buy	127,844 +20,247	+19%	+$1.92M	0.51%	27
2020 Q1	$9.69M	Buy	107,597 +8,664	+9%	+$1.05M	0.52%	29
2019 Q4	$13.8M	Sell	98,933 -1,587	-2%	-$204K	0.59%	28
2019 Q3	$11.8M	Buy	100,520 +3,090	+3%	+$350K	0.52%	36
2019 Q2	$10.9M	Buy	97,430 +21,218	+28%	+$2.34M	0.48%	39
2019 Q1	$7.71M	Buy	76,212 +3,175	+4%	+$327K	0.38%	49
2018 Q4	$7.15M	Buy	73,037 +3,959	+6%	+$422K	0.42%	48
2018 Q3	$7.79M	Buy	69,078 +5,576	+9%	+$633K	0.38%	54
2018 Q2	$6.62M	Sell	63,502 -6,854	-10%	-$752K	0.38%	53
2018 Q1	$7.73M	Buy	70,356 +1,331	+2%	+$151K	0.47%	40
2017 Q4	$7.38M	Buy	69,025 +1,619	+2%	+$164K	0.45%	42
2017 Q3	$6.44M	Buy	67,406 +8,441	+14%	+$778K	0.39%	56
2017 Q2	$5.38M	Buy	58,965 +8,939	+18%	+$771K	0.34%	62
2017 Q1	$4.4M	Buy	50,026 +4,357	+10%	+$384K	0.29%	76
2016 Q4	$3.94M	Buy	45,669 +286	+0.6%	+$21.8K	0.3%	74
2016 Q3	$3.02M	Sell	45,383 -203	-0.4%	-$13.2K	0.23%	97
2016 Q2	$2.82M	Buy	45,586 +465	+1%	+$29K	0.22%	110
2016 Q1	$2.68M	Sell	45,121 -372	-0.8%	-$21.7K	0.22%	108
2015 Q4	$3.01M	Buy	45,493 +3,698	+9%	+$241K	0.25%	100
2015 Q3	$2.54M	Sell	41,795 -6,076	-13%	-$398K	0.24%	100
2015 Q2	$3.25M	Buy	47,871 +3,232	+7%	+$211K	0.28%	95
2015 Q1	$2.7M	Sell	44,639 -7,165	-14%	-$424K	0.25%	98
2014 Q4	$3.25M	Buy	51,804 +2,981	+6%	+$179K	0.32%	83
2014 Q3	$2.94M	Buy	48,823 +10,173	+26%	+$595K	0.22%	78
2014 Q2	$2.23M	Buy	38,650 +5,580	+17%	+$314K	0.25%	99
2014 Q1	$2M	Buy	33,070 +3,923	+13%	+$227K	0.27%	82
2013 Q4	$1.71M	Buy	29,147 +3,061	+12%	+$168K	0.25%	97
2013 Q3	$1.35M	Sell	26,086 -2,072	-7%	-$111K	0.24%	109
2013 Q2	$1.49M	Buy	+28,158	New	+$1.43M	0.31%	86

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cetera Advisors's JPM Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan Chase (JPM) stake by 82% in Q1 2024, buying an estimated $37.1M and bringing the position to 455,164 shares worth $91.2M. The position accounts for 0.72% of the portfolio, ranked #17.

Cetera Advisors first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Cetera Advisors held 455,164 shares of JPMorgan Chase worth $91.2M as of Q1 2024.
Cetera Advisors bought 205,592 JPMorgan Chase shares in Q1 2024, an estimated $37.1M.
JPMorgan Chase made up 0.72% of Cetera Advisors's portfolio in Q1 2024, its #17 holding.
Cetera Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.