ARS Wealth Advisors Group, LLC JPM Holdings History
ARS Wealth Advisors Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, ARS Wealth Advisors Group, LLC held 112,862.00 shares of JPMorgan Chase & Co(JPM), totaling $27.68 Mil. This investment constitutes 3.91% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q3. And since then ARS Wealth Advisors Group, LLC has made 7 purchases of JPM, at an average price of $153.34, for a total of 128,643.00 shares. In addition, there have been 7 sales at an average price of $192.68 for 15,781.00 shares. Based on historical transaction data and JPM's current price of $296.00, ARS Wealth Advisors Group, LLC's estimated gain on his JPM holdings is $16.72 Mil, reflecting a 84.77% gain to date.
ARS Wealth Advisors Group, LLC JPM ($296.00) Holding Chart
ARS Wealth Advisors Group, LLC JPM ($296.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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