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 |
|---|---|---|---|
| 2025-09-30 | $630k | 2.0k | 315.43 |
| 2025-06-30 | $515k | 1.8k | 289.91 |
| 2025-03-31 | $390k | 1.6k | 245.30 |
| 2024-12-31 | $388k | 1.6k | 239.71 |
| 2024-09-30 | $343k | 1.6k | 210.86 |
| 2024-06-30 | $452k | 2.2k | 202.26 |
| 2024-03-31 | $460k | 2.3k | 200.34 |
| 2023-12-31 | $481k | 2.8k | 170.13 |
| 2023-09-30 | $475k | 3.3k | 145.04 |
| 2023-06-30 | $521k | 3.6k | 145.46 |
| 2023-03-31 | $459k | 3.5k | 130.33 |
| 2022-12-31 | $493k | 3.7k | 134.12 |