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

Alliance Wealth Advisors (Utah)’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 		$611K Buy
1,867
+147
+9% +$45.7K 0.12% 109
2026
Q1 		$506K Sell
1,720
-321
-16% -$97.4K 0.11% 134
2025
Q4 		$658K Buy
2,041
+45
+2% +$13.9K 0.14% 142
2025
Q3 		$630K Buy
1,996
+219
+12% +$65.1K 0.15% 153
2025
Q2 		$515K Buy
1,777
+188
+12% +$48K 0.12% 160
2025
Q1 		$390K Sell
1,589
-28
-2% -$7.14K 0.1% 182
2024
Q4 		$388K Sell
1,617
-9
-0.6% -$2.1K 0.1% 186
2024
Q3 		$343K Sell
1,626
-607
-27% -$128K 0.09% 192
2024
Q2 		$452K Sell
2,233
-64
-3% -$12.5K 0.13% 147
2024
Q1 		$460K Sell
2,297
-530
-19% -$95.6K 0.14% 148
2023
Q4 		$481K Sell
2,827
-447
-14% -$67.7K 0.16% 133
2023
Q3 		$475K Sell
3,274
-306
-9% -$45.9K 0.18% 125
2023
Q2 		$521K Buy
3,580
+62
+2% +$8.53K 0.19% 119
2023
Q1 		$458K Sell
3,518
-158
-4% -$21.6K 0.18% 123
2022
Q4 		$493K Buy
+3,676
New +$466K 0.22% 109

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

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

Alliance Wealth Advisors (Utah) increased its JPMorgan Chase (JPM) stake by 8.5% in Q2 2026, buying an estimated $45.7K and bringing the position to 1,867 shares worth $611K. The position accounts for 0.12% of the portfolio, ranked #109.

Alliance Wealth Advisors (Utah) first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $658K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,867 shares of JPMorgan Chase worth $611K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 147 JPMorgan Chase shares in Q2 2026, an estimated $45.7K.
  • JPMorgan Chase made up 0.12% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #109 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s JPMorgan Chase position peaked at $658K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.