Alliance Private Wealth
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Alliance Private Wealth’s JPMorgan Chase JPM Stock Holding History

Alliance Private Wealth’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
Q3 		$2.31M Sell
6,973
-860
-11% -$301K 0.86% 26
2026
Q2 		$2.56M Sell
7,833
-410
-5% -$127K 0.89% 26
2026
Q1 		$2.42M Buy
8,243
+70
+0.9% +$21.2K 0.87% 28
2025
Q4 		$2.57M Buy
+8,173
New +$2.53M 0.9% 28

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Alliance Private Wealth's JPM Position: Q3 2026 in Review

Alliance Private Wealth reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $301K and leaving 6,973 shares worth $2.31M. The position accounts for 0.86% of the portfolio, ranked #26.

Alliance Private Wealth first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.57M in Q4 2025. 2,776 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Alliance Private Wealth held 6,973 shares of JPMorgan Chase worth $2.31M as of Q3 2026.
  • Alliance Private Wealth sold 860 JPMorgan Chase shares in Q3 2026, an estimated $301K.
  • JPMorgan Chase made up 0.86% of Alliance Private Wealth's portfolio in Q3 2026, its #26 holding.
  • Alliance Private Wealth first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Alliance Private Wealth's JPMorgan Chase position peaked at $2.57M in Q4 2025.
  • 2,776 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Alliance Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.