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JPMorgan Chase & Co. shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $426M 1.4M 315.43
2025-06-30 $294M 1.0M 289.91
2025-03-31 $238M 969k 245.30
2024-12-31 $215M 899k 239.71
2024-09-30 $186M 882k 210.86
2024-06-30 $178M 880k 202.26
2024-03-31 $196M 976k 200.30
2023-09-30 $47M 325k 145.02
2023-06-30 $48M 329k 145.44
2023-03-31 $43M 332k 130.31
2022-12-31 $46M 342k 134.10
2022-09-30 $21M 198k 104.50
2022-06-30 $31M 275k 112.61
2022-03-31 $34M 246k 136.32
2021-12-31 $37M 230k 158.35
2021-09-30 $37M 225k 163.69
2021-06-30 $34M 220k 155.54
2021-03-31 $30M 200k 152.23
2020-12-31 $26M 206k 127.07
2020-09-30 $6.0M 62k 96.26
2020-06-30 $5.9M 62k 94.06
2020-03-31 $4.8M 53k 90.03
2019-12-31 $6.7M 48k 139.47
2019-09-30 $5.7M 49k 117.78
2019-06-30 $5.2M 46k 112.03
2019-03-31 $4.4M 44k 101.30
2018-12-31 $4.2M 43k 97.41
2018-09-30 $4.8M 43k 112.86
2018-06-30 $4.2M 40k 104.23
2018-03-31 $4.1M 37k 109.83
2017-12-31 $4.6M 43k 107.12
2017-09-30 $3.8M 40k 95.51
2017-06-30 $5.4M 59k 91.27
2017-03-31 $2.4M 27k 87.97
2016-12-31 $2.0M 23k 86.22
2016-09-30 $1.4M 21k 66.36
2016-06-30 $1.6M 25k 62.23
2016-03-31 $1.4M 24k 59.21
2015-12-31 $1.2M 19k 66.02

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Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.