Cetera Trust Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Sell |
16,994
-122
| -0.7% | -$35.4K | 2.94% | 3 |
|
|
2025
Q1 | $4.2M | Sell |
17,116
-370
| -2% | -$90.8K | 2.68% | 4 |
|
|
2024
Q4 | $4.19M | Sell |
17,486
-365
| -2% | -$87.5K | 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% | -$307K | 2.23% | 7 |
|
|
2024
Q1 | $3.82M | Sell |
19,091
-675
| -3% | -$135K | 2.3% | 6 |
|
|
2023
Q4 | $3.36M | Buy |
+19,766
| New | +$3.36M | 2.1% | 7 |
|