JPMorgan Chase & Co. shares owned by ARS Wealth Advisors Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by ARS Wealth Advisors Group
from 13F filings
Historical chart of ARS Wealth Advisors Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by ARS Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by ARS Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 119k | 210.86 |
| 2024-06-30 | $25M | 121k | 202.26 |
| 2024-03-31 | $25M | 122k | 200.30 |
| 2023-12-31 | $20M | 120k | 170.10 |
| 2023-09-30 | $11M | 74k | 145.02 |
| 2023-06-30 | $11M | 75k | 145.44 |
| 2023-03-31 | $10M | 77k | 130.31 |
| 2022-12-31 | $9.9M | 74k | 134.10 |
| 2022-09-30 | $8.1M | 78k | 104.50 |
| 2022-06-30 | $8.2M | 73k | 112.62 |
| 2022-03-31 | $9.9M | 72k | 136.31 |
| 2021-12-31 | $11M | 72k | 158.35 |
| 2021-09-30 | $12M | 71k | 163.70 |