Arete Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1600151 CHICAGO, IL

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,132,820

+$2,048,571 QoQ

Shares Held

34,011

+10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#1,367

of 5,056 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $24,822,962 across 5 Banks - Diversified names. JPM ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	34,011	$11,132,820
2	BAC	Bank Of America Corp /De/	105,695	$6,022,501
3	C	Citigroup Inc	23,464	$3,284,021
4	WFC	Wells Fargo & Company/Mn	35,504	$2,934,050
5	BNY	Bank of New York Mellon Corp	10,024	$1,449,570

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,132,820	34,011	+10.1%	Shares	Sole	2026-08-13
2026-03-31	$9,084,249	30,882	-1.1%	Shares	Sole	2026-05-20
2025-12-31	$10,056,486	31,210	-19.8%	Shares	Sole	2026-02-13
2025-09-30	$12,279,374	38,929	+6.0%	Shares	Sole	2025-11-12
2025-06-30	$10,647,814	36,728	-45.9%	Shares	Sole	2025-08-14
2025-03-31	$9,484	67,873	+91.8%	Shares	Sole	2025-05-16
2024-12-31	$8,481,658	35,383	+33.3%	Shares	Sole	2025-02-12
2024-09-30	$5,597,067	26,544	-19.8%	Shares	Sole	2024-11-18
2024-03-31	$6,627,526	33,088	-5.1%	Shares	Sole	2024-05-16
2023-12-31	$5,930,026	34,862	+7.9%	Shares	Sole	2024-02-14
2023-06-30	$4,700,766	32,321	-15.4%	Shares	Sole	2023-08-09
2023-03-31	$4,978,102	38,202	+1.0%	Shares	Sole	2023-05-22
2022-12-31	$5,074,075	37,838	+4.0%	Shares	Sole	2023-02-06
2022-09-30	$3,803,382	36,396	+23.4%	Shares	Sole	2022-11-07
2022-06-30	$3,322,445	29,504	+11.9%	Shares	Sole	2022-08-15
2022-03-31	$3,595,031	26,372	+24.5%	Shares	Sole	2022-05-06
2021-12-31	$3,353,219	21,176	+10.5%	Shares	Sole	2022-02-07
2021-09-30	$3,137,937	19,170	+4.2%	Shares	Sole	2021-11-15
2021-06-30	$2,860,536	18,391	+2.3%	Shares	Sole	2021-08-09
2021-03-31	$2,737,856	17,985	+6.4%	Shares	Sole	2021-05-10
2020-12-31	$2,148,499	16,908	-24.6%	Shares	Sole	2021-02-08
2020-09-30	$2,159,336	22,430	-15.7%	Shares	Sole	2020-11-09
2020-06-30	$2,503,877	26,620	+5.8%	Shares	Sole	2020-08-11
2020-03-31	$2,266,235	25,172	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.