AWAG
ARS Wealth Advisors Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
112,768
-94
| -0.1% | -$27.3K | 3.77% | 7 |
|
|
2025
Q1 | $27.7M | Sell |
112,862
-3,471
| -3% | -$851K | 3.91% | 5 |
|
|
2024
Q4 | $27.9M | Sell |
116,333
-2,540
| -2% | -$609K | 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% | -$245K | 3.18% | 9 |
|
|
2024
Q1 | $24.5M | Buy |
122,436
+2,258
| +2% | +$452K | 3.31% | 8 |
|
|
2023
Q4 | $20.4M | Buy |
120,178
+46,332
| +63% | +$7.88M | 3.03% | 9 |
|
|
2023
Q3 | $10.7M | Sell |
73,846
-1,263
| -2% | -$183K | 1.76% | 19 |
|
|
2023
Q2 | $10.9M | Sell |
75,109
-1,415
| -2% | -$206K | 1.73% | 19 |
|
|
2023
Q1 | $9.97M | Buy |
76,524
+2,370
| +3% | +$309K | 1.84% | 20 |
|
|
2022
Q4 | $9.94M | Sell |
74,154
-3,529
| -5% | -$473K | 1.64% | 23 |
|
|
2022
Q3 | $8.12M | Buy |
77,683
+4,861
| +7% | +$508K | 1.24% | 31 |
|
|
2022
Q2 | $8.2M | Buy |
72,822
+394
| +0.5% | +$44.4K | 1.13% | 33 |
|
|
2022
Q1 | $9.87M | Buy |
72,428
+119
| +0.2% | +$16.2K | 1.72% | 20 |
|
|
2021
Q4 | $11.5M | Buy |
72,309
+1,281
| +2% | +$203K | 1.92% | 18 |
|
|
2021
Q3 | $11.6M | Buy |
+71,028
| New | +$11.6M | 2.11% | 14 |
|