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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
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% -$7.43K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cetera Trust Company's JPM Position: Q2 2026 in Review

Cetera Trust Company reduced its JPMorgan Chase (JPM) stake by 0.78% in Q2 2026, selling an estimated $38.8K and leaving 15,969 shares worth $5.23M. The position accounts for 2.62% of the portfolio, ranked #4.

Cetera Trust Company first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.44M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cetera Trust Company held 15,969 shares of JPMorgan Chase worth $5.23M as of Q2 2026.
  • Cetera Trust Company sold 125 JPMorgan Chase shares in Q2 2026, an estimated $38.8K.
  • JPMorgan Chase made up 2.62% of Cetera Trust Company's portfolio in Q2 2026, its #4 holding.
  • Cetera Trust Company first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's JPMorgan Chase position peaked at $5.44M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.