SEC 13F Intelligence

Ars Wealth Advisors Group, LLC / JPM

Ars Wealth Advisors Group, LLC’s Jpmorgan Chase & Co Position

Does Ars Wealth Advisors Group, LLC own Jpmorgan Chase & Co (JPM)? Yes110.8K shares worth $33M (+2.75% of its 13F portfolio) as of Q1 2026, up from 110.7K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
110.8K
% of Portfolio
+2.75%
Quarters Held
19
currently held

Position History JPM

Reported value by quarter
Q3 ’21: $12MQ3 ’21Q4 ’21: $11MQ1 ’22: $10MQ2 ’22: $8MQ2 ’22Q3 ’22: $8MQ4 ’22: $10MQ1 ’23: $10MQ1 ’23Q2 ’23: $11MQ3 ’23: $11MQ4 ’23: $20MQ4 ’23Q1 ’24: $25MQ2 ’24: $25MQ3 ’24: $25MQ3 ’24Q4 ’24: $28MQ1 ’25: $28MQ2 ’25: $33MQ2 ’25Q3 ’25: $35MQ4 ’25: $36MQ1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026110.8K$33M+2.75%
Q4 2025110.7K$36M+3.21%
Q3 2025111.2K$35M+3.46%
Q2 2025112.8K$33M+3.77%
Q1 2025112.9K$28M+3.91%
Q4 2024116.3K$28M+3.83%
Q3 2024118.9K$25M+3.08%
Q2 2024121.2K$25M+3.18%
Q1 2024122.4K$25M+3.31%
Q4 2023120.2K$20M+3.03%
Q3 202373.8K$11M+1.75%
Q2 202375.1K$11M+1.73%
Q1 202376.5K$10M+1.84%
Q4 202274.2K$10M+1.64%
Q3 202277.7K$8M+1.24%
Q2 202272.8K$8M+1.13%
Q1 202272.4K$10M+1.72%
Q4 202172.3K$11M+1.92%
Q3 202171.0K$12M+2.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ars Wealth Advisors Group, LLC’s full portfolio or all institutional holders of JPM.