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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
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% -$7.43K 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

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 Trust Company's JPM Position: Q1 2026 in Review

Cetera Trust Company reduced its JPMorgan Chase (JPM) stake by 4.6% in Q1 2026, selling an estimated $235K and leaving 16,094 shares worth $4.73M. The position accounts for 2.68% of the portfolio, ranked #7.

Cetera Trust Company first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.44M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cetera Trust Company held 16,094 shares of JPMorgan Chase worth $4.73M as of Q1 2026.
  • Cetera Trust Company sold 775 JPMorgan Chase shares in Q1 2026, an estimated $235K.
  • JPMorgan Chase made up 2.68% of Cetera Trust Company's portfolio in Q1 2026, its #7 holding.
  • Cetera Trust Company first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's JPMorgan Chase position peaked at $5.44M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.