Cetera Advisors’s JPMorgan Chase JPM Stock Holding History

Cetera Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$91.2M	Buy	455,164 +205,592	+82%	+$41.2M	0.72%	17
2023 Q4	$42.5M	Buy	249,572 +17,953	+8%	+$3.05M	0.59%	31
2023 Q3	$33.6M	Buy	231,619 +7,480	+3%	+$1.08M	0.52%	33
2023 Q2	$32.6M	Buy	224,139 +6,342	+3%	+$922K	0.51%	37
2023 Q1	$28.4M	Sell	217,797 -11,823	-5%	-$1.54M	0.47%	44
2022 Q4	$30.8M	Buy	229,620 +2,683	+1%	+$360K	0.56%	36
2022 Q3	$23.7M	Buy	226,937 +30,038	+15%	+$3.14M	0.63%	29
2022 Q2	$22.2M	Buy	196,899 +3,312	+2%	+$373K	0.5%	38
2022 Q1	$26.4M	Buy	193,587 +5,681	+3%	+$774K	0.53%	34
2021 Q4	$29.8M	Sell	187,906 -13,396	-7%	-$2.12M	0.6%	26
2021 Q3	$33M	Buy	201,302 +31,322	+18%	+$5.13M	0.64%	23
2021 Q2	$26.4M	Buy	169,980 +5,472	+3%	+$851K	0.63%	25
2021 Q1	$25M	Buy	164,508 +10,119	+7%	+$1.54M	0.69%	20
2020 Q4	$19.6M	Buy	154,389 +2,345	+2%	+$298K	0.63%	25
2020 Q3	$14.6M	Buy	152,044 +24,200	+19%	+$2.33M	0.55%	29
2020 Q2	$12M	Buy	127,844 +20,247	+19%	+$1.9M	0.51%	27
2020 Q1	$9.69M	Buy	107,597 +8,664	+9%	+$780K	0.52%	29
2019 Q4	$13.8M	Sell	98,933 -1,587	-2%	-$221K	0.59%	28
2019 Q3	$11.8M	Buy	100,520 +3,090	+3%	+$364K	0.52%	36
2019 Q2	$10.9M	Buy	97,430 +21,218	+28%	+$2.37M	0.48%	39
2019 Q1	$7.71M	Buy	76,212 +3,175	+4%	+$321K	0.38%	49
2018 Q4	$7.15M	Buy	73,037 +3,959	+6%	+$388K	0.42%	48
2018 Q3	$7.8M	Buy	69,078 +5,576	+9%	+$629K	0.38%	54
2018 Q2	$6.62M	Sell	63,502 -6,854	-10%	-$714K	0.38%	53
2018 Q1	$7.73M	Buy	70,356 +1,331	+2%	+$146K	0.47%	40
2017 Q4	$7.38M	Buy	69,025 +1,619	+2%	+$173K	0.45%	42
2017 Q3	$6.44M	Buy	67,406 +8,441	+14%	+$807K	0.39%	56
2017 Q2	$5.38M	Buy	58,965 +8,939	+18%	+$816K	0.34%	62
2017 Q1	$4.4M	Buy	50,026 +4,357	+10%	+$383K	0.29%	76
2016 Q4	$3.94M	Buy	45,669 +286	+0.6%	+$24.7K	0.3%	74
2016 Q3	$3.02M	Sell	45,383 -203	-0.4%	-$13.5K	0.23%	97
2016 Q2	$2.82M	Buy	45,586 +465	+1%	+$28.8K	0.22%	110
2016 Q1	$2.68M	Sell	45,121 -372	-0.8%	-$22.1K	0.22%	108
2015 Q4	$3.01M	Buy	45,493 +3,698	+9%	+$244K	0.25%	100
2015 Q3	$2.54M	Sell	41,795 -6,076	-13%	-$370K	0.24%	100
2015 Q2	$3.25M	Buy	47,871 +3,232	+7%	+$220K	0.28%	95
2015 Q1	$2.7M	Sell	44,639 -7,165	-14%	-$433K	0.25%	98
2014 Q4	$3.25M	Buy	51,804 +2,981	+6%	+$187K	0.32%	83
2014 Q3	$2.94M	Buy	48,823 +10,173	+26%	+$612K	0.22%	75
2014 Q2	$2.23M	Buy	38,650 +5,580	+17%	+$323K	0.25%	99
2014 Q1	$2M	Buy	33,070 +3,923	+13%	+$237K	0.27%	82
2013 Q4	$1.71M	Buy	29,147 +3,061	+12%	+$179K	0.25%	97
2013 Q3	$1.35M	Sell	26,086 -2,072	-7%	-$107K	0.24%	109
2013 Q2	$1.49M	Buy	+28,158	New	+$1.49M	0.31%	86