A detailed history of Arete Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 26,544 shares of JPM stock, worth $6.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
26,544
Previous 26,544 -0.0%
Holding current value
$6.6 Million
Previous $5.58 Million -0.0%
% of portfolio
0.48%
Previous 0.48%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $5.17 Million - $5.97 Million
26,544 New
26,544 $5.58 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $296,417 - $355,332
-1,774 Reduced 5.09%
33,088 $6.63 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $4.73 Million - $5.94 Million
34,862 New
34,862 $5.93 Million
Q2 2023

Aug 09, 2023

SELL
$127.47 - $145.44 $749,651 - $855,332
-5,881 Reduced 15.39%
32,321 $4.7 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $45,467 - $52,343
364 Added 0.96%
38,202 $4.98 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $147,026 - $198,765
1,442 Added 3.96%
37,838 $5.07 Million
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $142,871 - $831,037
6,892 Added 23.36%
36,396 $3.8 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $352,694 - $425,670
3,132 Added 11.88%
29,504 $3.33 Million
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $666,646 - $875,214
5,196 Added 24.54%
26,372 $3.6 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $308,803 - $344,590
2,006 Added 10.46%
21,176 $3.42 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $114,489 - $130,077
779 Added 4.24%
19,170 $3.14 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $59,832 - $67,574
406 Added 2.26%
18,391 $2.57 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $135,325 - $169,789
1,077 Added 6.37%
17,985 $2.74 Million
Q4 2020

Feb 08, 2021

SELL
$96.54 - $127.07 $533,093 - $701,680
-5,522 Reduced 24.62%
16,908 $2.15 Million
Q3 2020

Nov 09, 2020

SELL
$91.28 - $103.82 $382,463 - $435,005
-4,190 Reduced 15.74%
22,430 $2.2 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $121,675 - $164,275
1,448 Added 5.75%
26,620 $2.5 Million
Q1 2020

May 14, 2020

SELL
$79.03 - $141.09 $164,856 - $294,313
-2,086 Reduced 7.65%
25,172 $2.27 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $29,744 - $37,080
266 Added 0.99%
27,258 $3.8 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $136,554 - $156,659
1,303 Added 5.07%
26,992 $3.18 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $17,788 - $19,740
170 Added 0.67%
25,689 $2.87 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $234,617 - $258,971
2,416 Added 10.46%
25,519 $2.58 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $55,284 - $69,192
-600 Reduced 2.53%
23,103 $2.26 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $67,450 - $77,228
-651 Reduced 2.67%
23,703 $2.68 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $1.04 Million - $1.16 Million
10,110 Added 70.98%
24,354 $2.54 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $73,301 - $81,357
685 Added 5.05%
14,244 $1.56 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $503,552 - $566,430
5,253 Added 63.24%
13,559 $1.45 Million
Q3 2017

Nov 15, 2017

BUY
$88.42 - $95.51 $734,416 - $793,306
8,306
8,306 $793,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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