ARS Wealth Advisors Group
JPM icon

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
Q3 		$35.7M Sell
107,874
-1,799
-2% -$629K 2.6% 10
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 		$10M Buy
76,524
+2,370
+3% +$325K 1.84% 20
2022
Q4 		$9.9M 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 		$9.9M 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 $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ARS Wealth Advisors Group's JPM Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its JPMorgan Chase (JPM) stake by 1.6% in Q3 2026, selling an estimated $629K and leaving 107,874 shares worth $35.7M. The position accounts for 2.6% of the portfolio, ranked #10.

ARS Wealth Advisors Group first reported a position in JPM in Q3 2021 and has held it in 21 quarters since. The position peaked at $35.9M in Q2 2026. 2,055 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • ARS Wealth Advisors Group held 107,874 shares of JPMorgan Chase worth $35.7M as of Q3 2026.
  • ARS Wealth Advisors Group sold 1,799 JPMorgan Chase shares in Q3 2026, an estimated $629K.
  • JPMorgan Chase made up 2.6% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #10 holding.
  • ARS Wealth Advisors Group first reported a position in JPMorgan Chase in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's JPMorgan Chase position peaked at $35.9M in Q2 2026.
  • 2,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.