JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Arete Wealth Advisors, LLC's Holding History (CIK: 0001600151)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 31,210 Value ($000) $10 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 38,929 Value ($000) $12 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 36,728 Value ($000) $11 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 67,873 Value ($000) $9 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 35,383 Value ($000) $8 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 26,544 Value ($000) $6 Avg Close $204.96 Range $185.80 - $219.46
Q1 2024
Shares 33,088 Value ($000) $6,624 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 34,862 Value ($000) $5,853 Avg Close $144.89 Range $129.30 - $163.25
Q2 2023
Shares 32,321 Value ($000) $5 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 38,202 Value ($000) $5 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 37,838 Value ($000) $5,074,045 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 36,396 Value ($000) $3,803 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 29,504 Value ($000) $3,325 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 26,372 Value ($000) $3,595 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 21,176 Value ($000) $3,415 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 19,170 Value ($000) $3,139 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 18,391 Value ($000) $2,566 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 17,985 Value ($000) $2,738 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 16,908 Value ($000) $2,146 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 22,430 Value ($000) $2,196 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 26,620 Value ($000) $2,504 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 25,172 Value ($000) $2,266 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 27,258 Value ($000) $3,800 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 26,992 Value ($000) $3,177 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 25,689 Value ($000) $2,872 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 25,519 Value ($000) $2,583 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 23,103 Value ($000) $2,255 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 23,703 Value ($000) $2,675 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 24,354 Value ($000) $2,538 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 14,244 Value ($000) $1,564 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 13,559 Value ($000) $1,450 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 8,306 Value ($000) $793 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 7,665 Value ($000) $701 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 7,606 Value ($000) $668 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 7,012 Value ($000) $605 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 5,149 Value ($000) $343 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 5,149 Value ($000) $320 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 6,791 Value ($000) $402 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 6,573 Value ($000) $434 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 6,569 Value ($000) $400 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 6,557 Value ($000) $444 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 6,553 Value ($000) $397 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 6,973 Value ($000) $436 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 7,074 Value ($000) $426 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 7,070 Value ($000) $407 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 7,201 Value ($000) $437 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 6,994 Value ($000) $408 Avg Close $39.63 Range $36.35 - $42.36