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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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 4.2k 322.22
2025-09-30 $1.3M 4.2k 315.43
2025-06-30 $1.3M 4.3k 289.91
2025-03-31 $1.2M 4.7k 245.30
2024-12-31 $1.2M 5.1k 239.71
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)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust State Street Spd (SPLG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Alliance Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.