A detailed history of Ars Wealth Advisors Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 122,436 shares of JPM stock, worth $25.6 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares
122,436
Previous 120,178 1.88%
Holding current value
$25.6 Million
Previous $20.4 Million 19.96%
% of portfolio
3.33%
Previous 3.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $377,289 - $452,277
2,258 Added 1.88%
122,436 $24.5 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $6.29 Million - $7.89 Million
46,332 Added 62.74%
120,178 $20.4 Million
Q3 2023

Oct 26, 2023

SELL
$143.21 - $158.0 $180,874 - $199,554
-1,263 Reduced 1.68%
73,846 $10.7 Million
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $180,370 - $205,797
-1,415 Reduced 1.85%
75,109 $10.9 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $296,036 - $340,806
2,370 Added 3.2%
76,524 $9.97 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $359,816 - $486,437
-3,529 Reduced 4.54%
74,154 $9.94 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $1.61 Million - $9.37 Million
77,683 New
77,683 $8.12 Million
Q3 2022

Nov 08, 2022

SELL
$20.73 - $120.58 $1.51 Million - $8.78 Million
-72,822 Closed
0 $8.12 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $44,368 - $53,548
394 Added 0.54%
72,822 $8.2 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $15,267 - $20,044
119 Added 0.16%
72,428 $9.87 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $197,197 - $220,050
1,281 Added 1.8%
72,309 $11.5 Million
Q3 2021

Oct 26, 2021

BUY
$146.97 - $166.98 $10.4 Million - $11.9 Million
71,028 New
71,028 $11.6 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $612B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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