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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
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