Alliance Wealth Management »

JPMorgan Chase & Co. shares owned by Alliance Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Alliance Wealth Management from 13F filings

Historical chart of Alliance Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Alliance Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.1k 210.86
2024-06-30 $1.0M 5.0k 202.26
2024-03-31 $1000k 5.0k 200.30
2023-12-31 $849k 5.0k 170.10
2023-06-30 $726k 5.0k 145.44
2023-03-31 $683k 5.2k 130.31
2022-12-31 $703k 5.2k 134.10
2022-09-30 $541k 5.2k 104.44
2022-06-30 $628k 5.6k 112.54
2022-03-31 $779k 5.7k 136.31
2021-12-31 $889k 5.6k 158.33
2021-09-30 $919k 5.6k 163.67
2021-06-30 $873k 5.6k 155.48
2021-03-31 $954k 6.3k 152.20
2020-12-31 $1.1M 8.9k 127.02
2020-09-30 $991k 10k 96.30
2020-06-30 $960k 10k 94.02
2020-03-31 $919k 10k 90.00
2019-12-31 $2.9M 21k 139.40
2019-09-30 $2.4M 20k 117.71
2019-06-30 $2.3M 21k 111.80
2019-03-31 $2.1M 21k 101.22
2018-12-31 $2.0M 21k 97.64
2018-09-30 $2.4M 21k 112.85
2018-06-30 $2.2M 21k 104.19
2018-03-31 $2.3M 21k 109.98
2017-12-31 $2.2M 21k 106.92
2017-09-30 $4.0M 42k 95.50
2017-06-30 $1.9M 21k 91.37
2017-03-31 $1.9M 21k 88.24
2016-12-31 $1.8M 21k 86.29
2016-09-30 $1.5M 23k 66.62
2016-06-30 $1.8M 29k 62.19
2016-03-31 $1.8M 31k 59.23
2015-12-31 $2.0M 31k 66.04

More positions owned by Alliance Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Alliance Wealth Management

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.