Cetera Investment Advisers Jpmorgan Chase & CO Transaction History

Cetera Investment Advisers

$44.2 Billion
Q3 2024

A detailed history of Cetera Investment Advisers transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cetera Investment Advisers holds 881,974 shares of JPM stock, worth $210 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

881,974

Previous 880,314 0.19%

Holding current value

$210 Million

Previous $178 Million 4.41%

% of portfolio

0.42%

Previous 0.42%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
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 ...

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Cetera Investment Advisers Jpmorgan Chase & CO Transaction History