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ARS Wealth Advisors Group’s JPMorgan Chase JPM Stock Holding History

ARS Wealth Advisors Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.9M Sell
109,673
-1,096
-1% -$340K 2.81% 8
2026
Q1 		$32.6M Buy
110,769
+89
+0.1% +$27K 2.75% 9
2025
Q4 		$35.7M Sell
110,680
-504
-0.5% -$156K 3.21% 8
2025
Q3 		$35.1M Sell
111,184
-1,584
-1% -$471K 3.46% 7
2025
Q2 		$32.7M Sell
112,768
-94
-0.1% -$24K 3.77% 7
2025
Q1 		$27.7M Sell
112,862
-3,471
-3% -$885K 3.91% 5
2024
Q4 		$27.9M Sell
116,333
-2,540
-2% -$592K 3.83% 6
2024
Q3 		$25.1M Sell
118,873
-2,354
-2% -$496K 3.08% 9
2024
Q2 		$24.5M Sell
121,227
-1,209
-1% -$236K 3.18% 9
2024
Q1 		$24.5M Buy
122,436
+2,258
+2% +$407K 3.31% 8
2023
Q4 		$20.4M Buy
120,178
+46,332
+63% +$7.02M 3.03% 9
2023
Q3 		$10.7M Sell
73,846
-1,263
-2% -$189K 1.76% 19
2023
Q2 		$10.9M Sell
75,109
-1,415
-2% -$195K 1.73% 19
2023
Q1 		$9.97M Buy
76,524
+2,370
+3% +$325K 1.84% 20
2022
Q4 		$9.94M Sell
74,154
-3,529
-5% -$447K 1.64% 23
2022
Q3 		$8.12M Buy
77,683
+4,861
+7% +$558K 1.24% 31
2022
Q2 		$8.2M Buy
72,822
+394
+0.5% +$48.8K 1.13% 33
2022
Q1 		$9.87M Buy
72,428
+119
+0.2% +$17.6K 1.72% 20
2021
Q4 		$11.4M Buy
72,309
+1,281
+2% +$210K 1.92% 18
2021
Q3 		$11.6M Buy
+71,028
New +$11.1M 2.11% 14

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ARS Wealth Advisors Group's JPM Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its JPMorgan Chase (JPM) stake by 0.99% in Q2 2026, selling an estimated $340K and leaving 109,673 shares worth $35.9M. The position accounts for 2.81% of the portfolio, ranked #8.

ARS Wealth Advisors Group first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ARS Wealth Advisors Group held 109,673 shares of JPMorgan Chase worth $35.9M as of Q2 2026.
  • ARS Wealth Advisors Group sold 1,096 JPMorgan Chase shares in Q2 2026, an estimated $340K.
  • JPMorgan Chase made up 2.81% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #8 holding.
  • ARS Wealth Advisors Group first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.