ARS Wealth Advisors Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1886707 St. Petersburg, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$35,899,263

+$3,315,454 QoQ

Shares Held

109,673

-1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

5.21%

of 13F equity value

Holder Rank

#714

of 5,058 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ARS Wealth Advisors Group, LLC holds $47,153,607 across 4 Banks - Diversified names. JPM ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	109,673	$35,899,263
2	BAC	Bank Of America Corp /De/	166,144	$9,466,885
3	TD	Toronto Dominion Bank	13,020	$1,581,018
4	C	Citigroup Inc	1,475	$206,441

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,899,263	109,673	-1.0%	Shares	Sole	2026-07-16
2026-03-31	$32,583,809	110,769	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$35,663,309	110,680	-0.5%	Shares	Sole	2026-01-12
2025-09-30	$35,070,769	111,184	-1.4%	Shares	Sole	2025-10-06
2025-06-30	$32,692,570	112,768	-0.1%	Shares	Sole	2025-07-10
2025-03-31	$27,685,048	112,862	-3.0%	Shares	Sole	2025-04-14
2024-12-31	$27,886,183	116,333	-2.1%	Shares	Sole	2025-01-14
2024-09-30	$25,065,560	118,873	-1.9%	Shares	Sole	2024-10-15
2024-06-30	$24,519,373	121,227	-1.0%	Shares	Sole	2024-07-19
2024-03-31	$24,523,930	122,436	+1.9%	Shares	Sole	2024-05-13
2023-12-31	$20,442,277	120,178	+62.7%	Shares	Sole	2024-02-06
2023-09-30	$10,709,146	73,846	-1.7%	Shares	Sole	2023-10-26
2023-06-30	$10,923,852	75,109	-1.8%	Shares	Sole	2023-07-18
2023-03-31	$9,971,842	76,524	+3.2%	Shares	Sole	2023-05-11
2022-12-31	$9,944,051	74,154	-4.5%	Shares	Sole	2023-02-13
2022-09-30	$8,117,873	77,683	+6.7%	Shares	Sole	2022-11-14
2022-06-30	$8,200,485	72,822	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$9,873,384	72,428	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$11,450,130	72,309	+1.8%	Shares	Sole	2022-02-08
2021-09-30	$11,626,573	71,028	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.