Cetera Investment Advisers Jpmorgan Chase & CO Transaction History

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025

A detailed history of Cetera Investment Advisers transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cetera Investment Advisers holds 969,361 shares of JPM stock, worth $259 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
969,361
Previous 898,632 7.87%
Holding current value
$259 Million
Previous $215 Million 10.39%
% of portfolio
0.48%
Previous 0.47%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$225.19 - $279.95 $15.9 Million - $19.8 Million
70,729 Added 7.87%
969,361 $238 Million
Q4 2024

Feb 13, 2025
BUY
$205.18 - $250.29 $3.42 Million - $4.17 Million
16,658 Added 1.89%
898,632 $215 Million
Q3 2024

Nov 13, 2024
BUY
$194.9 - $224.8 $323,534 - $373,168
1,660 Added 0.19%
881,974 $186 Million
Q2 2024

Aug 22, 2024
SELL
$180.08 - $204.79 $17.3 Million - $19.6 Million
-95,794 Reduced 9.81%
880,314 $178 Million
Q1 2024

May 24, 2024
BUY
$167.09 - $200.3 $140 Million - $168 Million
837,687 Added 605.17%
976,108 $196 Million
Q1 2024

May 14, 2024
SELL
$167.09 - $200.3 $30.8 Million - $37 Million
-184,482 Reduced 57.13%
138,421 $27.7 Million
Q4 2023

Feb 13, 2024
SELL
$135.69 - $170.3 $277,893 - $348,774
-2,048 Reduced 0.63%
322,903 $54.9 Million
Q3 2023

Nov 14, 2023
SELL
$143.21 - $158.0 $556,657 - $614,146
-3,887 Reduced 1.18%
324,951 $47.1 Million
Q2 2023

Aug 09, 2023
SELL
$127.47 - $145.44 $451,498 - $515,148
-3,542 Reduced 1.07%
328,838 $47.8 Million
Q1 2023

May 15, 2023
SELL
$124.91 - $143.8 $1.22 Million - $1.4 Million
-9,762 Reduced 2.85%
332,380 $43.3 Million
Q4 2022

Feb 14, 2023
BUY
$101.96 - $137.84 $14.7 Million - $19.9 Million
144,179 Added 72.83%
342,142 $45.9 Million
Q3 2022

Nov 10, 2022
SELL
$20.73 - $120.58 $1.59 Million - $9.27 Million
-76,879 Reduced 27.97%
197,963 $20.7 Million
Q2 2022

Aug 11, 2022
BUY
$112.61 - $135.91 $3.21 Million - $3.87 Million
28,471 Added 11.56%
274,842 $31 Million
Q1 2022

May 13, 2022
BUY
$128.3 - $168.44 $2.07 Million - $2.72 Million
16,132 Added 7.01%
246,371 $33.6 Million
Q4 2021

Feb 14, 2022
BUY
$153.94 - $171.78 $860,986 - $960,765
5,593 Added 2.49%
230,239 $36.5 Million
Q3 2021

Nov 16, 2021
BUY
$146.97 - $166.98 $675,180 - $767,106
4,594 Added 2.09%
224,646 $36.8 Million
Q2 2021

Aug 13, 2021
BUY
$147.37 - $166.44 $2.97 Million - $3.36 Million
20,175 Added 10.09%
220,052 $34.2 Million
Q1 2021

May 17, 2021
SELL
$125.65 - $157.65 $786,192 - $986,416
-6,257 Reduced 3.04%
199,877 $30.4 Million
Q4 2020

Feb 17, 2021
BUY
$96.54 - $127.07 $13.9 Million - $18.3 Million
143,795 Added 230.67%
206,134 $26.2 Million
Q3 2020

Nov 13, 2020
BUY
$91.28 - $103.82 $2,464 - $2,803
27 Added 0.04%
62,339 $6 Million
Q2 2020

Aug 13, 2020
BUY
$84.03 - $113.45 $798,200 - $1.08 Million
9,499 Added 17.99%
62,312 $5.86 Million
Q1 2020

May 08, 2020
BUY
$79.03 - $141.09 $356,425 - $636,315
4,510 Added 9.34%
52,813 $4.76 Million
Q4 2019

Feb 10, 2020
SELL
$111.82 - $139.4 $33,098 - $41,262
-296 Reduced 0.61%
48,303 $6.74 Million
Q3 2019

Nov 06, 2019
BUY
$104.8 - $120.23 $239,048 - $274,244
2,281 Added 4.92%
48,599 $5.72 Million
Q2 2019

Aug 12, 2019
BUY
$104.64 - $116.12 $253,019 - $280,778
2,418 Added 5.51%
46,318 $5.19 Million
Q1 2019

May 06, 2019
BUY
$97.11 - $107.19 $79,241 - $87,467
816 Added 1.89%
43,900 $4.45 Million
Q4 2018

Feb 15, 2019
BUY
$92.14 - $115.32 $22,297 - $27,907
242 Added 0.56%
43,084 $4.2 Million
Q3 2018

Nov 14, 2018
BUY
$103.61 - $118.63 $294,563 - $337,265
2,843 Added 7.11%
42,842 $4.84 Million
Q2 2018

Aug 14, 2018
BUY
$103.24 - $114.29 $318,908 - $353,041
3,089 Added 8.37%
39,999 $4.17 Million
Q1 2018

May 09, 2018
SELL
$107.01 - $118.77 $609,742 - $676,751
-5,698 Reduced 13.37%
36,910 $4.05 Million
Q4 2017

Feb 08, 2018
BUY
$95.86 - $107.83 $281,636 - $316,804
2,938 Added 7.41%
42,608 $4.56 Million
Q3 2017

Nov 16, 2017
BUY
$88.42 - $95.51 $978,897 - $1.06 Million
11,071 Added 38.71%
39,670 $3.79 Million
Q2 2017

Aug 17, 2017
SELL
N/A
-30,366 Reduced 51.5%
28,599 $2.61 Million
Q2 2017

Aug 14, 2017
BUY
N/A
58,965
58,965 $5.38 Million

Others Institutions Holding JPM

# of Institutions
5,187
Shares Held
1.99B
Call Options Held
24M
Put Options Held
26.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $782B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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