JPMorgan Chase & Co. shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 39k | 315.42 |
| 2025-06-30 | $11M | 37k | 289.92 |
| 2025-03-31 | $9.5M | 68k | 139.73 |
| 2024-12-31 | $8.5M | 35k | 239.92 |
| 2024-09-30 | $5.6M | 27k | 210.22 |
| 2024-03-31 | $6.6M | 33k | 200.20 |
| 2023-12-31 | $5.9M | 35k | 167.88 |
| 2023-06-30 | $4.7M | 32k | 145.45 |
| 2023-03-31 | $5.0M | 38k | 130.31 |
| 2022-12-31 | $5.1B | 38k | 134099.19 |
| 2022-09-30 | $3.8M | 36k | 104.49 |
| 2022-06-30 | $3.3M | 30k | 112.70 |
| 2022-03-31 | $3.6M | 26k | 136.32 |
| 2021-12-31 | $3.4M | 21k | 161.27 |
| 2021-09-30 | $3.1M | 19k | 163.75 |
| 2021-06-30 | $2.6M | 18k | 139.52 |
| 2021-03-31 | $2.7M | 18k | 152.24 |
| 2020-12-31 | $2.1M | 17k | 126.92 |
| 2020-09-30 | $2.2M | 22k | 97.90 |
| 2020-06-30 | $2.5M | 27k | 94.06 |
| 2020-03-31 | $2.3M | 25k | 90.02 |
| 2019-12-31 | $3.8M | 27k | 139.41 |
| 2019-09-30 | $3.2M | 27k | 117.70 |
| 2019-06-30 | $2.9M | 26k | 111.80 |
| 2019-03-31 | $2.6M | 26k | 101.22 |
| 2018-12-31 | $2.3M | 23k | 97.61 |
| 2018-09-30 | $2.7M | 24k | 112.85 |
| 2018-06-30 | $2.5M | 24k | 104.21 |
| 2018-03-31 | $1.6M | 14k | 109.80 |
| 2017-12-31 | $1.4M | 14k | 106.94 |
| 2017-09-30 | $793k | 8.3k | 95.47 |
| 2017-06-30 | $701k | 7.7k | 91.45 |
| 2017-03-31 | $668k | 7.6k | 87.83 |
| 2016-12-31 | $605k | 7.0k | 86.28 |
| 2016-09-30 | $343k | 5.1k | 66.61 |
| 2016-06-30 | $320k | 5.1k | 62.15 |
| 2016-03-31 | $402k | 6.8k | 59.20 |
| 2015-12-31 | $434k | 6.6k | 66.03 |
| 2015-09-30 | $400k | 6.6k | 60.89 |
| 2015-06-30 | $444k | 6.6k | 67.71 |
| 2015-03-31 | $397k | 6.6k | 60.58 |
| 2014-12-31 | $436k | 7.0k | 62.53 |
| 2014-09-30 | $426k | 7.1k | 60.22 |
| 2014-06-30 | $407k | 7.1k | 57.57 |
| 2014-03-31 | $437k | 7.2k | 60.69 |
| 2013-12-31 | $408k | 7.0k | 58.34 |