Cetera Advisors LLC’s Jpmorgan Chase & Co Position
Does Cetera Advisors LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 249.6K shares worth $42M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.
Position Value
$42M
Q4 2023
Shares
249.6K
% of Portfolio
+0.59%
Quarters Held
21
position exited
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 249.6K | $42M | +0.59% |
| Q3 2023 | 231.6K | $34M | +0.52% |
| Q2 2023 | 224.1K | $33M | +0.51% |
| Q1 2023 | 217.8K | $28M | +0.47% |
| Q4 2022 | 229.6K | $31M | +0.56% |
| Q3 2022 | 226.9K | $24M | +0.63% |
| Q2 2022 | 196.9K | $22M | +0.50% |
| Q1 2022 | 193.6K | $26M | +0.53% |
| Q4 2021 | 187.9K | $30M | +0.60% |
| Q3 2021 | 201.3K | $33M | +0.64% |
| Q2 2021 | 170.0K | $26M | +0.63% |
| Q1 2021 | 164.5K | $25M | +0.69% |
| Q4 2020 | 154.4K | $20M | +0.63% |
| Q3 2020 | 152.0K | $15M | +0.55% |
| Q2 2020 | 127.8K | $12M | +0.51% |
| Q1 2020 | 107.6K | $10M | +0.52% |
| Q4 2019 | 98.9K | $14M | +0.59% |
| Q3 2019 | 100.5K | $12M | +0.52% |
| Q2 2019 | 97.4K | $11M | +0.48% |
| Q1 2019 | 76.2K | $8M | +0.38% |
| Q4 2018 | 73.0K | $7M | +0.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cetera Advisors LLC’s full portfolio or all institutional holders of JPM.