AWA
Arete Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
36,728
-31,145
| -46% | -$9.03M | 0.76% | 27 |
|
|
2025
Q1 | $9.48M | Buy |
67,873
+32,490
| +92% | +$4.54M | 0.72% | 31 |
|
|
2024
Q4 | $8.49M | Buy |
35,383
+8,839
| +33% | +$2.12M | 0.61% | 34 |
|
|
2024
Q3 | $5.58M | Buy |
+26,544
| New | +$5.58M | 0.48% | 44 |
|
|
2024
Q2 | – | Sell |
-33,088
| Closed | -$6.62M | – | 739 |
|
|
2024
Q1 | $6.62M | Sell |
33,088
-1,774
| -5% | -$355K | 0.61% | 37 |
|
|
2023
Q4 | $5.85M | Buy |
+34,862
| New | +$5.85M | 0.45% | 46 |
|
|
2023
Q3 | – | Sell |
-32,321
| Closed | -$4.7M | – | 619 |
|
|
2023
Q2 | $4.7M | Sell |
32,321
-5,881
| -15% | -$855K | 0.42% | 52 |
|
|
2023
Q1 | $4.98M | Buy |
38,202
+364
| +1% | +$47.4K | 0.41% | 55 |
|
|
2022
Q4 | $5.07B | Buy |
37,838
+1,442
| +4% | +$193M | 0.44% | 42 |
|
|
2022
Q3 | $3.8M | Buy |
36,396
+6,892
| +23% | +$720K | 0.37% | 55 |
|
|
2022
Q2 | $3.33M | Buy |
29,504
+3,132
| +12% | +$353K | 0.34% | 63 |
|
|
2022
Q1 | $3.6M | Buy |
26,372
+5,196
| +25% | +$708K | 0.3% | 71 |
|
|
2021
Q4 | $3.42M | Buy |
21,176
+2,006
| +10% | +$324K | 0.29% | 70 |
|
|
2021
Q3 | $3.14M | Buy |
19,170
+779
| +4% | +$128K | 0.35% | 62 |
|
|
2021
Q2 | $2.57M | Buy |
18,391
+406
| +2% | +$56.6K | 0.36% | 59 |
|
|
2021
Q1 | $2.74M | Buy |
17,985
+1,077
| +6% | +$164K | 0.35% | 63 |
|
|
2020
Q4 | $2.15M | Sell |
16,908
-5,522
| -25% | -$701K | 0.3% | 78 |
|
|
2020
Q3 | $2.2M | Sell |
22,430
-4,190
| -16% | -$410K | 0.33% | 72 |
|
|
2020
Q2 | $2.5M | Buy |
26,620
+1,448
| +6% | +$136K | 0.43% | 54 |
|
|
2020
Q1 | $2.27M | Sell |
25,172
-2,086
| -8% | -$188K | 0.45% | 50 |
|
|
2019
Q4 | $3.8M | Buy |
27,258
+266
| +1% | +$37.1K | 0.66% | 30 |
|
|
2019
Q3 | $3.18M | Buy |
26,992
+1,303
| +5% | +$153K | 0.61% | 34 |
|
|
2019
Q2 | $2.87M | Buy |
25,689
+170
| +0.7% | +$19K | 0.56% | 45 |
|
|
2019
Q1 | $2.58M | Buy |
25,519
+2,416
| +10% | +$245K | 0.54% | 46 |
|
|
2018
Q4 | $2.26M | Sell |
23,103
-600
| -3% | -$58.6K | 0.55% | 52 |
|
|
2018
Q3 | $2.68M | Sell |
23,703
-651
| -3% | -$73.5K | 0.59% | 42 |
|
|
2018
Q2 | $2.54M | Buy |
24,354
+10,110
| +71% | +$1.05M | 0.61% | 41 |
|
|
2018
Q1 | $1.56M | Buy |
14,244
+685
| +5% | +$75.2K | 0.52% | 41 |
|
|
2017
Q4 | $1.45M | Buy |
13,559
+5,253
| +63% | +$562K | 0.47% | 45 |
|
|
2017
Q3 | $793K | Buy |
8,306
+641
| +8% | +$61.2K | 0.32% | 95 |
|
|
2017
Q2 | $701K | Buy |
7,665
+59
| +0.8% | +$5.4K | 0.32% | 88 |
|
|
2017
Q1 | $668K | Buy |
7,606
+594
| +8% | +$52.2K | 0.29% | 76 |
|
|
2016
Q4 | $605K | Buy |
7,012
+1,863
| +36% | +$161K | 0.28% | 80 |
|
|
2016
Q3 | $343K | Hold |
5,149
| – | – | 0.2% | 100 |
|
|
2016
Q2 | $320K | Sell |
5,149
-1,642
| -24% | -$102K | 0.2% | 96 |
|
|
2016
Q1 | $402K | Buy |
6,791
+218
| +3% | +$12.9K | 0.24% | 81 |
|
|
2015
Q4 | $434K | Buy |
6,573
+4
| +0.1% | +$264 | 0.26% | 64 |
|
|
2015
Q3 | $400K | Buy |
6,569
+12
| +0.2% | +$731 | 0.31% | 62 |
|
|
2015
Q2 | $444K | Buy |
6,557
+4
| +0.1% | +$271 | 0.3% | 76 |
|
|
2015
Q1 | $397K | Sell |
6,553
-420
| -6% | -$25.4K | 0.26% | 89 |
|
|
2014
Q4 | $436K | Sell |
6,973
-101
| -1% | -$6.32K | 0.31% | 75 |
|
|
2014
Q3 | $426K | Buy |
7,074
+4
| +0.1% | +$241 | 0.32% | 73 |
|
|
2014
Q2 | $407K | Sell |
7,070
-131
| -2% | -$7.54K | 0.32% | 76 |
|
|
2014
Q1 | $437K | Buy |
7,201
+207
| +3% | +$12.6K | 0.41% | 64 |
|
|
2013
Q4 | $408K | Buy |
+6,994
| New | +$408K | 0.4% | 62 |
|