Alliance Wealth Management Group

Position in JPM — Jpmorgan Chase & Co

CIK 1623707 FLEMINGTON, NJ

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,164,312

-$63,217 QoQ

Shares Held

3,557

-14.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#3,491

of 5,056 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Alliance Wealth Management Group holds $2,050,989 across 3 Banks - Diversified names. JPM ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,557	$1,164,312
2	BAC	Bank Of America Corp /De/	10,683	$608,717
3	C	Citigroup Inc	1,986	$277,960

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,312	3,557	-14.8%	Shares	Sole	2026-08-04
2026-03-31	$1,227,529	4,173	0.0%	Shares	Sole	2026-04-29
2025-12-31	$1,344,624	4,173	-1.5%	Shares	Sole	2026-01-21
2025-09-30	$1,336,792	4,238	-2.5%	Shares	Sole	2025-10-28
2025-06-30	$1,259,948	4,346	-8.5%	Shares	Sole	2025-08-07
2025-03-31	$1,164,684	4,748	-7.0%	Shares	Sole	2025-05-08
2024-12-31	$1,223,959	5,106	-0.8%	Shares	Sole	2025-02-12
2024-09-30	$1,085,085	5,146	+3.1%	Shares	Sole	2024-11-13
2024-06-30	$1,009,479	4,991	0.0%	Shares	Sole	2024-07-12
2024-03-31	$999,697	4,991	0.0%	Shares	Sole	2024-05-02
2023-12-31	$848,969	4,991	0.0%	Shares	Sole	2024-01-19
2023-06-30	$725,891	4,991	-4.8%	Shares	Sole	2023-08-10
2023-03-31	$683,085	5,242	0.0%	Shares	Sole	2023-05-08
2022-12-31	$702,952	5,242	+1.2%	Shares	Sole	2023-02-13
2022-09-30	$541,310	5,180	-7.2%	Shares	Sole	2022-11-07
2022-06-30	$628,363	5,580	-2.4%	Shares	Sole	2022-08-10
2022-03-31	$779,068	5,715	+1.8%	Shares	Sole	2022-05-10
2021-12-31	$889,135	5,615	0.0%	Shares	Sole	2022-01-18
2021-09-30	$919,119	5,615	0.0%	Shares	Sole	2021-10-26
2021-06-30	$873,357	5,615	-10.4%	Shares	Sole	2021-08-13
2021-03-31	$954,177	6,268	-29.2%	Shares	Sole	2021-05-04
2020-12-31	$1,125,458	8,857	-13.9%	Shares	Sole	2021-01-29
2020-09-30	$990,714	10,291	+0.8%	Shares	Sole	2020-11-12
2020-06-30	$960,446	10,211	0.0%	Shares	Sole	2020-09-09
2020-03-31	$919,296	10,211	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.