Cetera Trust Company’s JPMorgan Chase JPM Stock Holding History

Cetera Trust Company’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 Q3	$5.11M	Sell	15,444 -525	-3%	-$184K	2.6%	6
2026 Q2	$5.23M	Sell	15,969 -125	-0.8%	-$38.8K	2.62%	4
2026 Q1	$4.73M	Sell	16,094 -775	-5%	-$235K	2.68%	7
2025 Q4	$5.44M	Sell	16,869 -100	-0.6%	-$31K	2.91%	5
2025 Q3	$5.35M	Sell	16,969 -25	-0.1%	-$7.44K	3%	4
2025 Q2	$4.93M	Sell	16,994 -122	-0.7%	-$31.1K	2.94%	3
2025 Q1	$4.2M	Sell	17,116 -370	-2%	-$94.3K	2.68%	4
2024 Q4	$4.19M	Sell	17,486 -365	-2%	-$85K	2.72%	4
2024 Q3	$3.76M	Buy	17,851 +280	+2%	+$59K	2.3%	4
2024 Q2	$3.55M	Sell	17,571 -1,520	-8%	-$297K	2.23%	7
2024 Q1	$3.82M	Sell	19,091 -675	-3%	-$122K	2.3%	6
2023 Q4	$3.36M	Buy	+19,766	New	+$3M	2.1%	7

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cetera Trust Company's JPM Position: Q3 2026 in Review

Cetera Trust Company reduced its JPMorgan Chase (JPM) stake by 3.3% in Q3 2026, selling an estimated $184K and leaving 15,444 shares worth $5.11M. The position accounts for 2.6% of the portfolio, ranked #6.

Cetera Trust Company first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.44M in Q4 2025. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Cetera Trust Company held 15,444 shares of JPMorgan Chase worth $5.11M as of Q3 2026.
Cetera Trust Company sold 525 JPMorgan Chase shares in Q3 2026, an estimated $184K.
JPMorgan Chase made up 2.6% of Cetera Trust Company's portfolio in Q3 2026, its #6 holding.
Cetera Trust Company first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
Cetera Trust Company's JPMorgan Chase position peaked at $5.44M in Q4 2025.
3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.