JPMorgan Chase & Co. shares owned by ARS Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by ARS Wealth Advisors
from 13F filings
Historical chart of ARS Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by ARS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $11M | 70k | 155.54 |
| 2021-03-31 | $10M | 67k | 152.22 |
| 2020-12-31 | $8.2M | 64k | 127.08 |
| 2020-09-30 | $5.5M | 57k | 96.28 |
| 2020-06-30 | $4.8M | 51k | 94.05 |
| 2020-03-31 | $2.7M | 30k | 90.03 |
| 2019-12-31 | $4.2M | 30k | 139.39 |
| 2019-09-30 | $3.2M | 28k | 117.67 |
| 2019-06-30 | $3.0M | 27k | 111.82 |
| 2019-03-31 | $2.5M | 24k | 101.23 |
| 2018-12-31 | $2.3M | 24k | 97.60 |
| 2018-09-30 | $2.6M | 23k | 112.85 |
| 2018-06-30 | $2.4M | 23k | 104.22 |
| 2018-03-31 | $2.5M | 22k | 109.98 |
| 2017-12-31 | $2.4M | 22k | 106.93 |
| 2017-09-30 | $1.9M | 20k | 95.52 |
| 2017-06-30 | $1.3M | 14k | 91.37 |
| 2017-03-31 | $813k | 9.3k | 87.85 |
| 2016-12-31 | $639k | 7.4k | 86.33 |
| 2016-09-30 | $471k | 7.1k | 66.53 |
| 2016-06-30 | $350k | 5.6k | 62.09 |
| 2016-03-31 | $334k | 5.6k | 59.25 |
| 2015-12-31 | $372k | 5.6k | 65.99 |
| 2015-09-30 | $344k | 5.6k | 61.03 |
| 2015-06-30 | $413k | 6.1k | 67.68 |
| 2015-03-31 | $370k | 6.1k | 60.66 |
| 2014-12-31 | $371k | 5.9k | 62.58 |
| 2014-09-30 | $485k | 8.0k | 60.29 |
| 2014-06-30 | $464k | 8.1k | 57.60 |
| 2014-03-31 | $493k | 8.1k | 60.75 |
| 2013-12-31 | $471k | 8.1k | 58.50 |