Arete Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Arete Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.08M	Sell	30,882 -328	-1%	-$99.5K	0.68%	34
2025 Q4	$10.1M	Sell	31,210 -7,719	-20%	-$2.39M	0.61%	36
2025 Q3	$12.3M	Buy	38,929 +2,201	+6%	+$655K	0.77%	28
2025 Q2	$10.6M	Sell	36,728 -31,145	-46%	-$7.95M	0.76%	27
2025 Q1	$9.48M	Buy	67,873 +32,490	+92%	+$8.28M	0.72%	31
2024 Q4	$8.49M	Buy	35,383 +8,839	+33%	+$2.06M	0.61%	34
2024 Q3	$5.58M	Buy	+26,544	New	+$5.59M	0.48%	44
2024 Q2	–	Sell	-33,088	Closed	-$6.62M	–	739
2024 Q1	$6.62M	Sell	33,088 -1,774	-5%	-$320K	0.61%	37
2023 Q4	$5.85M	Buy	+34,862	New	+$5.28M	0.45%	46
2023 Q3	–	Sell	-32,321	Closed	-$4.7M	–	619
2023 Q2	$4.7M	Sell	32,321 -5,881	-15%	-$809K	0.42%	52
2023 Q1	$4.98M	Buy	38,202 +364	+1%	+$49.9K	0.41%	55
2022 Q4	$5.07B	Buy	37,838 +1,442	+4%	+$183K	0.44%	42
2022 Q3	$3.8M	Buy	36,396 +6,892	+23%	+$791K	0.37%	55
2022 Q2	$3.33M	Buy	29,504 +3,132	+12%	+$388K	0.34%	63
2022 Q1	$3.6M	Buy	26,372 +5,196	+25%	+$767K	0.3%	71
2021 Q4	$3.42M	Buy	21,176 +2,006	+10%	+$329K	0.29%	70
2021 Q3	$3.14M	Buy	19,170 +779	+4%	+$122K	0.35%	62
2021 Q2	$2.57M	Buy	18,391 +406	+2%	+$63.8K	0.36%	59
2021 Q1	$2.74M	Buy	17,985 +1,077	+6%	+$155K	0.35%	63
2020 Q4	$2.15M	Sell	16,908 -5,522	-25%	-$617K	0.3%	78
2020 Q3	$2.2M	Sell	22,430 -4,190	-16%	-$411K	0.33%	72
2020 Q2	$2.5M	Buy	26,620 +1,448	+6%	+$137K	0.43%	54
2020 Q1	$2.27M	Sell	25,172 -2,086	-8%	-$253K	0.45%	50
2019 Q4	$3.8M	Buy	27,258 +266	+1%	+$34.1K	0.66%	30
2019 Q3	$3.18M	Buy	26,992 +1,303	+5%	+$147K	0.61%	34
2019 Q2	$2.87M	Buy	25,689 +170	+0.7%	+$18.7K	0.56%	45
2019 Q1	$2.58M	Buy	25,519 +2,416	+10%	+$249K	0.54%	46
2018 Q4	$2.25M	Sell	23,103 -600	-3%	-$63.9K	0.55%	52
2018 Q3	$2.67M	Sell	23,703 -651	-3%	-$73.9K	0.59%	42
2018 Q2	$2.54M	Buy	24,354 +10,110	+71%	+$1.11M	0.61%	41
2018 Q1	$1.56M	Buy	14,244 +685	+5%	+$77.6K	0.52%	41
2017 Q4	$1.45M	Buy	13,559 +5,253	+63%	+$532K	0.47%	45
2017 Q3	$793K	Buy	8,306 +641	+8%	+$59.1K	0.32%	95
2017 Q2	$701K	Buy	7,665 +59	+0.8%	+$5.09K	0.32%	88
2017 Q1	$668K	Buy	7,606 +594	+8%	+$52.4K	0.29%	76
2016 Q4	$605K	Buy	7,012 +1,863	+36%	+$142K	0.28%	80
2016 Q3	$343K	Hold	5,149	–	–	0.2%	100
2016 Q2	$320K	Sell	5,149 -1,642	-24%	-$103K	0.2%	96
2016 Q1	$402K	Buy	6,791 +218	+3%	+$12.7K	0.24%	81
2015 Q4	$434K	Buy	6,573 +4	+0.1%	+$260	0.26%	64
2015 Q3	$400K	Buy	6,569 +12	+0.2%	+$786	0.31%	63
2015 Q2	$444K	Buy	6,557 +4	+0.1%	+$261	0.3%	76
2015 Q1	$397K	Sell	6,553 -420	-6%	-$24.9K	0.26%	89
2014 Q4	$436K	Sell	6,973 -101	-1%	-$6.08K	0.31%	75
2014 Q3	$426K	Buy	7,074 +4	+0.1%	+$234	0.32%	73
2014 Q2	$407K	Sell	7,070 -131	-2%	-$7.37K	0.32%	76
2014 Q1	$437K	Buy	7,201 +207	+3%	+$12K	0.41%	64
2013 Q4	$408K	Buy	+6,994	New	+$383K	0.4%	62

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arete Wealth Advisors's JPM Position: Q1 2026 in Review

Arete Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $99.5K and leaving 30,882 shares worth $9.08M. The position accounts for 0.68% of the portfolio, ranked #34.

Arete Wealth Advisors first reported a position in JPM in Q4 2013 and has held it in 48 quarters since. The position peaked at $5.07B in Q4 2022. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Arete Wealth Advisors held 30,882 shares of JPMorgan Chase worth $9.08M as of Q1 2026.
Arete Wealth Advisors sold 328 JPMorgan Chase shares in Q1 2026, an estimated $99.5K.
JPMorgan Chase made up 0.68% of Arete Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Arete Wealth Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 48 quarters since.
Arete Wealth Advisors's JPMorgan Chase position peaked at $5.07B in Q4 2022.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.