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Arete Wealth Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

Arete Wealth Advisors, LLC held 34,011 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 34,011 shares
    Change vs previous 13F +3,129 shares

    0.74% of the 13F portfolio, value $11,132,981.

    13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 30,882 shares
    Change vs previous 13F -327 shares

    0.68% of the 13F portfolio, value $9,078,823.

    13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 31,209 shares
    Change vs previous 13F -7,720 shares

    0.7% of the 13F portfolio, value $10,056,445.

    13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,929 shares
    Change vs previous 13F +2,201 shares

    0.77% of the 13F portfolio, value $12,279,000.

    13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,728 shares
    Change vs previous 13F -31,145 shares

    0.76% of the 13F portfolio, value $10,648,000.

    13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,873 shares
    Change vs previous 13F +32,490 shares

    0.72% of the 13F portfolio, value $9,484,000.

    13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,383 shares
    Change vs previous 13F +8,839 shares

    0.61% of the 13F portfolio, value $8,489,000.

    13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 26,544 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,580,000.

    13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).