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Alliance Wealth Advisors (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.36M Sell
4,164
-63
-1% -$19.6K 0.44% 33
2026
Q1 		$1.24M Buy
4,227
+79
+2% +$24K 0.54% 31
2025
Q4 		$1.34M Sell
4,148
-54
-1% -$16.7K 0.58% 28
2025
Q3 		$1.33M Sell
4,202
-7
-0.2% -$2.08K 0.59% 28
2025
Q2 		$1.22M Sell
4,209
-365
-8% -$93.1K 0.62% 28
2025
Q1 		$1.12M Sell
4,574
-275
-6% -$70.1K 0.64% 30
2024
Q4 		$1.16M Sell
4,849
-111
-2% -$25.9K 0.65% 32
2024
Q3 		$1.05M Buy
4,960
+61
+1% +$12.8K 0.6% 34
2024
Q2 		$991K Sell
4,899
-17
-0.3% -$3.32K 0.62% 33
2024
Q1 		$985K Buy
4,916
+89
+2% +$16.1K 0.62% 31
2023
Q4 		$821K Sell
4,827
-161
-3% -$24.4K 0.54% 34
2023
Q3 		$723K Sell
4,988
-186
-4% -$27.9K 0.52% 41
2023
Q2 		$753K Buy
5,174
+207
+4% +$28.5K 0.54% 39
2023
Q1 		$647K Buy
4,967
+136
+3% +$18.6K 0.49% 46
2022
Q4 		$648K Sell
4,831
-338
-7% -$42.8K 0.54% 43
2022
Q3 		$540K Sell
5,169
-144
-3% -$16.5K 0.5% 45
2022
Q2 		$598K Buy
5,313
+2,459
+86% +$305K 0.52% 45
2022
Q1 		$389K Sell
2,854
-311
-10% -$45.9K 0.32% 70
2021
Q4 		$501K Sell
3,165
-62
-2% -$10.2K 0.41% 60
2021
Q3 		$528K Buy
3,227
+228
+8% +$35.7K 0.47% 54
2021
Q2 		$466K Buy
2,999
+19
+0.6% +$2.98K 0.42% 59
2021
Q1 		$454K Sell
2,980
-1
-0% -$144 0.45% 57
2020
Q4 		$379K Buy
+2,981
New +$333K 0.4% 64

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s JPM Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $19.6K and leaving 4,164 shares worth $1.36M. The position accounts for 0.44% of the portfolio, ranked #33.

Alliance Wealth Advisors (Pennsylvania) first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 910 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 4,164 shares of JPMorgan Chase worth $1.36M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 63 JPMorgan Chase shares in Q2 2026, an estimated $19.6K.
  • JPMorgan Chase made up 0.44% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #33 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 910 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.