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Cetera Investment Advisers: JPM position timeline

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

Cetera Investment Advisers held 1,479,664 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,479,664 shares
    Change vs previous 13F +61,686 shares

    0.44% of the 13F portfolio, value $484,338,706.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,417,978 shares
    Change vs previous 13F +24,913 shares

    0.44% of the 13F portfolio, value $417,112,324.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,393,065 shares
    Change vs previous 13F +42,721 shares

    0.49% of the 13F portfolio, value $448,873,368.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,350,344 shares
    Change vs previous 13F +338,128 shares

    0.5% of the 13F portfolio, value $425,939,192.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,012,216 shares
    Change vs previous 13F +42,855 shares

    0.5% of the 13F portfolio, value $293,451,461.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 969,361 shares
    Change vs previous 13F +70,729 shares

    0.46% of the 13F portfolio, value $237,784,486.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 898,632 shares
    Change vs previous 13F +16,658 shares

    0.45% of the 13F portfolio, value $215,411,116.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 881,974 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $185,972,932.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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