Cetera Investment Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293M | Buy |
1,012,216
+42,855
| +4% | +$12.4M | 0.5% | 30 |
|
|
2025
Q1 | $238M | Buy |
969,361
+70,729
| +8% | +$17.3M | 0.46% | 30 |
|
|
2024
Q4 | $215M | Buy |
898,632
+16,658
| +2% | +$3.99M | 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% | -$19.4M | 0.41% | 39 |
|
|
2024
Q1 | $196M | Buy |
976,108
+653,205
| +202% | +$131M | 0.46% | 30 |
|
|
2023
Q4 | $54.9M | Sell |
322,903
-2,048
| -0.6% | -$348K | 0.45% | 34 |
|
|
2023
Q3 | $47.1M | Sell |
324,951
-3,887
| -1% | -$564K | 0.41% | 41 |
|
|
2023
Q2 | $47.8M | Sell |
328,838
-3,542
| -1% | -$515K | 0.4% | 39 |
|
|
2023
Q1 | $43.3M | Sell |
332,380
-9,762
| -3% | -$1.27M | 0.38% | 45 |
|
|
2022
Q4 | $45.9M | Buy |
342,142
+144,179
| +73% | +$19.3M | 0.43% | 39 |
|
|
2022
Q3 | $20.7M | Sell |
197,963
-76,879
| -28% | -$8.03M | 0.41% | 40 |
|
|
2022
Q2 | $31M | Buy |
274,842
+28,471
| +12% | +$3.21M | 0.49% | 32 |
|
|
2022
Q1 | $33.6M | Buy |
246,371
+16,132
| +7% | +$2.2M | 0.48% | 30 |
|
|
2021
Q4 | $36.5M | Buy |
230,239
+5,593
| +2% | +$886K | 0.52% | 26 |
|
|
2021
Q3 | $36.8M | Buy |
224,646
+4,594
| +2% | +$752K | 0.58% | 20 |
|
|
2021
Q2 | $34.2M | Buy |
220,052
+20,175
| +10% | +$3.14M | 0.55% | 24 |
|
|
2021
Q1 | $30.4M | Sell |
199,877
-6,257
| -3% | -$952K | 0.6% | 26 |
|
|
2020
Q4 | $26.2M | Buy |
206,134
+143,795
| +231% | +$18.3M | 0.52% | 27 |
|
|
2020
Q3 | $6M | Buy |
62,339
+27
| +0% | +$2.6K | 0.49% | 42 |
|
|
2020
Q2 | $5.86M | Buy |
62,312
+9,499
| +18% | +$893K | 0.54% | 35 |
|
|
2020
Q1 | $4.76M | Buy |
52,813
+4,510
| +9% | +$406K | 0.58% | 38 |
|
|
2019
Q4 | $6.74M | Sell |
48,303
-296
| -0.6% | -$41.3K | 0.68% | 29 |
|
|
2019
Q3 | $5.72M | Buy |
48,599
+2,281
| +5% | +$269K | 0.7% | 31 |
|
|
2019
Q2 | $5.19M | Buy |
46,318
+2,418
| +6% | +$271K | 0.67% | 32 |
|
|
2019
Q1 | $4.45M | Buy |
43,900
+816
| +2% | +$82.7K | 0.63% | 37 |
|
|
2018
Q4 | $4.2M | Buy |
43,084
+242
| +0.6% | +$23.6K | 0.69% | 30 |
|
|
2018
Q3 | $4.84M | Buy |
42,842
+2,843
| +7% | +$321K | 0.7% | 28 |
|
|
2018
Q2 | $4.17M | Buy |
39,999
+3,089
| +8% | +$322K | 0.73% | 27 |
|
|
2018
Q1 | $4.05M | Sell |
36,910
-5,698
| -13% | -$626K | 0.76% | 27 |
|
|
2017
Q4 | $4.56M | Buy |
42,608
+2,938
| +7% | +$315K | 0.84% | 22 |
|
|
2017
Q3 | $3.79M | Buy |
39,670
+11,071
| +39% | +$1.06M | 0.84% | 19 |
|
|
2017
Q2 | $2.61M | Buy |
28,599
+1,375
| +5% | +$125K | 0.64% | 36 |
|
|
2017
Q1 | $2.4M | Buy |
27,224
+3,970
| +17% | +$349K | 0.66% | 35 |
|
|
2016
Q4 | $2.01M | Buy |
23,254
+2,685
| +13% | +$232K | 0.67% | 33 |
|
|
2016
Q3 | $1.37M | Sell |
20,569
-4,853
| -19% | -$322K | 0.59% | 48 |
|
|
2016
Q2 | $1.58M | Buy |
25,422
+1,658
| +7% | +$103K | 0.62% | 41 |
|
|
2016
Q1 | $1.41M | Buy |
23,764
+5,043
| +27% | +$299K | 0.61% | 40 |
|
|
2015
Q4 | $1.24M | Buy |
+18,721
| New | +$1.24M | 0.57% | 49 |
|