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ARS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		$10.8M Buy
69,710
+2,579
+4% +$405K 1.95% 15
2021
Q1 		$10.2M Buy
67,131
+2,997
+5% +$431K 2.23% 12
2020
Q4 		$8.15M Buy
64,134
+7,049
+12% +$788K 1.75% 14
2020
Q3 		$5.5M Buy
57,085
+5,932
+12% +$583K 1.51% 14
2020
Q2 		$4.81M Buy
51,153
+21,273
+71% +$2.02M 1.5% 13
2020
Q1 		$2.69M Buy
29,880
+101
+0.3% +$12.3K 1.13% 15
2019
Q4 		$4.15M Buy
29,779
+2,186
+8% +$280K 1.2% 16
2019
Q3 		$3.25M Buy
27,593
+1,112
+4% +$126K 1.03% 18
2019
Q2 		$2.96M Buy
26,481
+2,111
+9% +$233K 0.94% 20
2019
Q1 		$2.47M Buy
24,370
+446
+2% +$45.9K 0.79% 24
2018
Q4 		$2.33M Buy
23,924
+556
+2% +$59.2K 0.85% 23
2018
Q3 		$2.64M Sell
23,368
-73
-0.3% -$8.29K 0.89% 21
2018
Q2 		$2.44M Buy
23,441
+1,055
+5% +$116K 0.88% 21
2018
Q1 		$2.46M Buy
22,386
+44
+0.2% +$4.98K 0.92% 21
2017
Q4 		$2.39M Buy
22,342
+2,148
+11% +$217K 0.89% 24
2017
Q3 		$1.93M Buy
20,194
+6,295
+45% +$581K 0.75% 28
2017
Q2 		$1.27M Buy
13,899
+4,645
+50% +$401K 0.51% 39
2017
Q1 		$813K Buy
9,254
+1,852
+25% +$163K 0.35% 48
2016
Q4 		$639K Buy
7,402
+322
+5% +$24.6K 0.29% 50
2016
Q3 		$471K Buy
7,080
+1,443
+26% +$94.1K 0.2% 53
2016
Q2 		$350K Hold
5,637
– – 0.15% 59
2016
Q1 		$334K Hold
5,637
– – 0.16% 53
2015
Q4 		$372K Hold
5,637
– – 0.19% 52
2015
Q3 		$344K Sell
5,637
-465
-8% -$30.5K 0.17% 49
2015
Q2 		$413K Buy
6,102
+2
+0% +$131 0.18% 44
2015
Q1 		$370K Buy
6,100
+172
+3% +$10.2K 0.16% 49
2014
Q4 		$371K Sell
5,928
-2,117
-26% -$127K 0.16% 47
2014
Q3 		$485K Sell
8,045
-11
-0.1% -$643 0.23% 37
2014
Q2 		$464K Sell
8,056
-59
-0.7% -$3.32K 0.23% 37
2014
Q1 		$493K Buy
8,115
+64
+0.8% +$3.7K 0.3% 31
2013
Q4 		$471K Buy
+8,051
New +$441K 0.29% 33

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ARS Wealth Advisors's JPM Position: Q2 2021 in Review

ARS Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2021, buying an estimated $405K and bringing the position to 69,710 shares worth $10.8M. The position accounts for 1.95% of the portfolio, ranked #15.

ARS Wealth Advisors first reported a position in JPM in Q4 2013 and has held it in 31 quarters since. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • ARS Wealth Advisors held 69,710 shares of JPMorgan Chase worth $10.8M as of Q2 2021.
  • ARS Wealth Advisors bought 2,579 JPMorgan Chase shares in Q2 2021, an estimated $405K.
  • JPMorgan Chase made up 1.95% of ARS Wealth Advisors's portfolio in Q2 2021, its #15 holding.
  • ARS Wealth Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 31 quarters since.
  • 3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.