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Allegiance Financial Group Advisory Services’s JPMorgan Chase JPM Stock Holding History

Allegiance Financial Group Advisory Services’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 		$463K Buy
+1,416
New +$440K 0.08% 99
2025
Q4 		– Sell
-1,115
Closed -$352K – 189
2025
Q3 		$352K Buy
1,115
+155
+16% +$46.1K 0.08% 94
2025
Q2 		$278K Sell
960
-772
-45% -$197K 0.07% 116
2025
Q1 		$425K Buy
1,732
+273
+19% +$69.6K 0.13% 61
2024
Q4 		$350K Sell
1,459
-86
-6% -$20K 0.11% 63
2024
Q3 		$326K Sell
1,545
-136
-8% -$28.6K 0.11% 57
2024
Q2 		$340K Buy
1,681
+2
+0.1% +$391 0.13% 53
2024
Q1 		$336K Sell
1,679
-43
-2% -$7.76K 0.14% 56
2023
Q4 		$293K Buy
1,722
+48
+3% +$7.27K 0.14% 54
2023
Q3 		$243K Buy
1,674
+2
+0.1% +$300 0.14% 55
2023
Q2 		$243K Buy
1,672
+2
+0.1% +$275 0.14% 53
2023
Q1 		$218K Buy
1,670
+2
+0.1% +$274 0.16% 59
2022
Q4 		$224K Buy
+1,668
New +$211K 0.21% 59

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

Allegiance Financial Group Advisory Services's JPM Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,416 shares worth $463K. The stake represents 0.08% of the portfolio and ranks #99 among its holdings. This is a return to the name: Allegiance Financial Group Advisory Services previously reported a position in JPM as recently as Q3 2025.

Allegiance Financial Group Advisory Services first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 1,416 shares of JPMorgan Chase worth $463K as of Q2 2026.
  • JPMorgan Chase was a new Allegiance Financial Group Advisory Services position in Q2 2026.
  • JPMorgan Chase made up 0.08% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #99 holding.
  • Allegiance Financial Group Advisory Services first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.