JPMorgan Chase & Co. shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 5.0k | 210.86 |
| 2024-06-30 | $991k | 4.9k | 202.26 |
| 2024-03-31 | $985k | 4.9k | 200.30 |
| 2023-12-31 | $821k | 4.8k | 170.10 |
| 2023-09-30 | $723k | 5.0k | 145.02 |
| 2023-06-30 | $753k | 5.2k | 145.44 |
| 2023-03-31 | $647k | 5.0k | 130.31 |
| 2022-12-31 | $648k | 4.8k | 134.10 |
| 2022-09-30 | $540k | 5.2k | 104.47 |
| 2022-06-30 | $598k | 5.3k | 112.55 |
| 2022-03-31 | $389k | 2.9k | 136.30 |
| 2021-12-31 | $501k | 3.2k | 158.29 |
| 2021-09-30 | $528k | 3.2k | 163.62 |
| 2021-06-30 | $466k | 3.0k | 155.39 |
| 2021-03-31 | $454k | 3.0k | 152.35 |
| 2020-12-31 | $379k | 3.0k | 127.14 |