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JPM
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Position history for Cetera Investment Advisers's holdings in JPMORGAN CHASE & CO

Cetera Investment Advisers holds 1.4M shares of JPM (JPMORGAN CHASE & CO), worth $417.1M as of 2026-Q1. The position was increased (+1.8% shares). JPM represents 0.4% of Cetera Investment Advisers's portfolio.

Current Value

$417.1M

Current Shares

1.4M

Total Value Change

+$239.1M

Total Shares Change

+537,664

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+1.8%
$417.1M0.4%$300.26
38
2025-Q4
Increased
1.4M
+3.2%
$448.9M0.5%$321.97
39
2025-Q3
Increased
1.4M
+33.4%
$425.9M0.5%$312.75
48
2025-Q2
Increased
1M
+4.4%
$293.5M0.5%$283.07
39
2025-Q1
Increased
969,361
+7.9%
$237.8M0.5%$237.97
40
2024-Q4
Increased
898,632
+1.9%
$215.4M0.5%$233.31
37
2024-Q3
Increased
881,974
+0.2%
$186M0.4%$203.96
36
2024-Q2
Decreased
880,314
-9.8%
$178.1M0.4%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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