Cetera Investment Management’s JPMorgan Chase JPM Stock Holding History

Cetera Investment Management’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
2017 Q3	–	Sell	-6,779	Closed	-$614K	–	39
2017 Q2	$614K	Sell	6,779 -2,062	-23%	-$178K	0.78%	28
2017 Q1	$777K	Sell	8,841 -7,585	-46%	-$669K	0.89%	26
2016 Q4	$1.42M	Sell	16,426 -3,548	-18%	-$271K	1.06%	23
2016 Q3	$1.33M	Sell	19,974 -2,082	-9%	-$136K	0.86%	30
2016 Q2	$1.37M	Sell	22,056 -2,598	-11%	-$162K	0.81%	37
2016 Q1	$1.46M	Sell	24,654 -1,218	-5%	-$71.1K	0.75%	37
2015 Q4	$1.71M	Buy	+25,872	New	+$1.68M	0.69%	45

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cetera Investment Management's JPM Position: Q3 2017 in Review

Cetera Investment Management sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 6,779 shares — an estimated $614K sold.

Cetera Investment Management first reported a position in JPM in Q4 2015 and held it in 7 quarters. The position peaked at $1.71M in Q4 2015. 2,203 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

Cetera Investment Management reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
Cetera Investment Management sold 6,779 JPMorgan Chase shares in Q3 2017, an estimated $614K.
Cetera Investment Management first reported a position in JPMorgan Chase in Q4 2015 and held it in 7 quarters.
Cetera Investment Management's JPMorgan Chase position peaked at $1.71M in Q4 2015.
2,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.