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Disclosery

Cetera Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Cetera Advisors LLC held 0 JPM shares at 2024-03-31 per its 13F-HR/A filed 2024-05-24.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F/A 0 shares
    Change vs previous 13F -249,572 shares

    13F-HR/A 0001085146-24-002671 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 249,572 shares
    Change vs previous 13F +17,953 shares

    0.59% of the 13F portfolio, value $42,452,232.

    13F-HR 0001085146-24-001189 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-09-30
    13F 231,619 shares
    Change vs previous 13F +7,480 shares

    0.52% of the 13F portfolio, value $33,589,402.

    13F-HR 0001085146-23-004412 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-06-30
    13F 224,139 shares
    Change vs previous 13F +6,342 shares

    0.51% of the 13F portfolio, value $32,598,844.

    13F-HR 0001085146-23-003193 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-03-31
    13F 217,797 shares
    Change vs previous 13F -11,823 shares

    0.47% of the 13F portfolio, value $28,381,127.

    13F-HR 0001085146-23-002331 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-12-31
    13F 229,620 shares
    Change vs previous 13F +2,683 shares

    0.56% of the 13F portfolio, value $30,792,009.

    13F-HR 0001085146-23-001270 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-09-30
    13F 226,937 shares
    Change vs previous 13F +30,038 shares

    0.63% of the 13F portfolio, value $23,715,000.

    13F-HR 0001085146-22-003933 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-06-30
    13F 196,899 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $22,173,000.

    13F-HR 0001085146-22-002985 filed by Cetera Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).