Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$417M Buy
1,417,978
+24,913
+2% +$7.56M 0.44% 35
2025
Q4 		$449M Buy
1,393,065
+42,721
+3% +$13.2M 0.49% 32
2025
Q3 		$426M Buy
1,350,344
+338,128
+33% +$101M 0.5% 30
2025
Q2 		$293M Buy
1,012,216
+42,855
+4% +$10.9M 0.5% 30
2025
Q1 		$238M Buy
969,361
+70,729
+8% +$18M 0.46% 30
2024
Q4 		$215M Buy
898,632
+16,658
+2% +$3.88M 0.45% 33
2024
Q3 		$186M Buy
881,974
+1,660
+0.2% +$350K 0.41% 37
2024
Q2 		$178M Sell
880,314
-95,794
-10% -$18.7M 0.41% 39
2024
Q1 		$196M Buy
976,108
+653,205
+202% +$118M 0.46% 30
2023
Q4 		$54.9M Sell
322,903
-2,048
-0.6% -$310K 0.45% 34
2023
Q3 		$47.1M Sell
324,951
-3,887
-1% -$583K 0.41% 41
2023
Q2 		$47.8M Sell
328,838
-3,542
-1% -$487K 0.4% 39
2023
Q1 		$43.3M Sell
332,380
-9,762
-3% -$1.34M 0.38% 45
2022
Q4 		$45.9M Buy
342,142
+144,179
+73% +$18.3M 0.43% 39
2022
Q3 		$20.7M Sell
197,963
-76,879
-28% -$8.82M 0.41% 40
2022
Q2 		$30.9M Buy
274,842
+28,471
+12% +$3.53M 0.49% 32
2022
Q1 		$33.6M Buy
246,371
+16,132
+7% +$2.38M 0.48% 30
2021
Q4 		$36.5M Buy
230,239
+5,593
+2% +$918K 0.52% 26
2021
Q3 		$36.8M Buy
224,646
+4,594
+2% +$720K 0.58% 20
2021
Q2 		$34.2M Buy
220,052
+20,175
+10% +$3.17M 0.55% 24
2021
Q1 		$30.4M Sell
199,877
-6,257
-3% -$900K 0.6% 26
2020
Q4 		$26.2M Buy
206,134
+143,795
+231% +$16.1M 0.52% 27
2020
Q3 		$6M Buy
62,339
+27
+0% +$2.65K 0.49% 42
2020
Q2 		$5.86M Buy
62,312
+9,499
+18% +$901K 0.54% 35
2020
Q1 		$4.75M Buy
52,813
+4,510
+9% +$548K 0.58% 38
2019
Q4 		$6.74M Sell
48,303
-296
-0.6% -$38K 0.68% 29
2019
Q3 		$5.72M Buy
48,599
+2,281
+5% +$258K 0.7% 31
2019
Q2 		$5.19M Buy
46,318
+2,418
+6% +$267K 0.67% 32
2019
Q1 		$4.45M Buy
43,900
+816
+2% +$84.1K 0.63% 37
2018
Q4 		$4.2M Buy
43,084
+242
+0.6% +$25.8K 0.69% 30
2018
Q3 		$4.83M Buy
42,842
+2,843
+7% +$323K 0.7% 28
2018
Q2 		$4.17M Buy
39,999
+3,089
+8% +$339K 0.73% 27
2018
Q1 		$4.05M Sell
36,910
-5,698
-13% -$645K 0.76% 27
2017
Q4 		$4.56M Buy
42,608
+2,938
+7% +$297K 0.84% 22
2017
Q3 		$3.79M Buy
39,670
+11,071
+39% +$1.02M 0.84% 19
2017
Q2 		$2.6M Buy
28,599
+1,375
+5% +$119K 0.64% 36
2017
Q1 		$2.4M Buy
27,224
+3,970
+17% +$350K 0.66% 35
2016
Q4 		$2M Buy
23,254
+2,685
+13% +$205K 0.67% 33
2016
Q3 		$1.36M Sell
20,569
-4,853
-19% -$316K 0.59% 48
2016
Q2 		$1.58M Buy
25,422
+1,658
+7% +$104K 0.62% 41
2016
Q1 		$1.41M Buy
23,764
+5,043
+27% +$295K 0.61% 40
2015
Q4 		$1.24M Buy
+18,721
New +$1.22M 0.57% 49

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cetera Investment Advisers's JPM Position: Q1 2026 in Review

Cetera Investment Advisers increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $7.56M and bringing the position to 1,417,978 shares worth $417M. The position accounts for 0.44% of the portfolio, ranked #35.

Cetera Investment Advisers first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $449M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cetera Investment Advisers held 1,417,978 shares of JPMorgan Chase worth $417M as of Q1 2026.
  • Cetera Investment Advisers bought 24,913 JPMorgan Chase shares in Q1 2026, an estimated $7.56M.
  • JPMorgan Chase made up 0.44% of Cetera Investment Advisers's portfolio in Q1 2026, its #35 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's JPMorgan Chase position peaked at $449M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.