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Allegheny Financial Group’s JPMorgan Chase JPM Stock Holding History

Allegheny Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Buy
10,284
+282
+3% +$87.6K 0.36% 48
2026
Q1 		$2.94M Buy
10,002
+16
+0.2% +$4.86K 0.4% 44
2025
Q4 		$3.22M Buy
9,986
+48
+0.5% +$14.9K 0.48% 37
2025
Q3 		$3.13M Buy
9,938
+24
+0.2% +$7.14K 0.59% 31
2025
Q2 		$2.87M Buy
9,914
+131
+1% +$33.4K 0.64% 25
2025
Q1 		$2.4M Buy
9,783
+1,443
+17% +$368K 0.62% 28
2024
Q4 		$2M Sell
8,340
-233
-3% -$54.3K 0.51% 36
2024
Q3 		$1.81M Buy
8,573
+3
+0% +$632 0.45% 39
2024
Q2 		$1.73M Buy
8,570
+2,157
+34% +$422K 0.5% 33
2024
Q1 		$1.28M Sell
6,413
-821
-11% -$148K 0.4% 49
2023
Q4 		$1.23M Buy
7,234
+72
+1% +$10.9K 0.4% 45
2023
Q3 		$1.04M Sell
7,162
-972
-12% -$146K 0.39% 48
2023
Q2 		$1.18M Sell
8,134
-291
-3% -$40K 0.56% 32
2023
Q1 		$1.1M Buy
8,425
+426
+5% +$58.4K 0.44% 43
2022
Q4 		$1.07M Buy
7,999
+211
+3% +$26.7K 0.45% 43
2022
Q3 		$813K Buy
7,788
+597
+8% +$68.5K 0.38% 52
2022
Q2 		$810K Buy
7,191
+1,027
+17% +$127K 0.38% 57
2022
Q1 		$840K Buy
6,164
+50
+0.8% +$7.38K 0.36% 56
2021
Q4 		$968K Buy
6,114
+9
+0.1% +$1.48K 0.39% 48
2021
Q3 		$999K Sell
6,105
-67
-1% -$10.5K 0.46% 40
2021
Q2 		$960K Buy
6,172
+156
+3% +$24.5K 0.43% 42
2021
Q1 		$916K Sell
6,016
-96
-2% -$13.8K 0.67% 27
2020
Q4 		$777K Buy
+6,112
New +$683K 0.42% 41

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allegheny Financial Group's JPM Position: Q2 2026 in Review

Allegheny Financial Group increased its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, buying an estimated $87.6K and bringing the position to 10,284 shares worth $3.37M. The position accounts for 0.36% of the portfolio, ranked #48.

Allegheny Financial Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Allegheny Financial Group held 10,284 shares of JPMorgan Chase worth $3.37M as of Q2 2026.
  • Allegheny Financial Group bought 282 JPMorgan Chase shares in Q2 2026, an estimated $87.6K.
  • JPMorgan Chase made up 0.36% of Allegheny Financial Group's portfolio in Q2 2026, its #48 holding.
  • Allegheny Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.