ARS Wealth Advisors Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.1M | Sell |
|
|||||
|
2025
Q2 | $32.7M | Sell |
|
|||||
|
2025
Q1 | $27.7M | Sell |
|
|||||
|
2024
Q4 | $27.9M | Sell |
|
|||||
|
2024
Q3 | $25.1M | Sell |
|
|||||
|
2024
Q2 | $24.5M | Sell |
|
|||||
|
2024
Q1 | $24.5M | Buy |
|
|||||
|
2023
Q4 | $20.4M | Buy |
|
|||||
|
2023
Q3 | $10.7M | Sell |
|
|||||
|
2023
Q2 | $10.9M | Sell |
|
|||||
|
2023
Q1 | $9.97M | Buy |
|
|||||
|
2022
Q4 | $9.94M | Sell |
|
|||||
|
2022
Q3 | $8.12M | Buy |
|
|||||
|
2022
Q2 | $8.2M | Buy |
|
|||||
|
2022
Q1 | $9.87M | Buy |
|
|||||
|
2021
Q4 | $11.4M | Buy |
|
|||||
|
2021
Q3 | $11.6M | Buy |
|