Wealth Alliance Advisory Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1735734 Wichita, KS

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,939,075

+$1,652,870 QoQ

Shares Held

18,144

+24.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#1,935

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Alliance Advisory Group, LLC holds $13,218,886 across 4 Banks - Diversified names. JPM ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,144	$5,939,075
2	BAC	Bank Of America Corp /De/	68,125	$3,881,762
3	UBS	UBS Group AG	60,959	$3,021,128
4	WFC	Wells Fargo & Company/Mn	4,561	$376,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,939,075	18,144	+24.5%	Shares	Sole	2026-07-23
2026-03-31	$4,286,205	14,571	+1.8%	Shares	Sole	2026-04-09
2025-12-31	$4,611,290	14,311	+5.6%	Shares	Sole	2026-01-29
2025-09-30	$4,275,653	13,555	+1.7%	Shares	Sole	2025-10-14
2025-06-30	$3,864,500	13,330	+1.3%	Shares	Sole	2025-07-07
2025-03-31	$3,226,921	13,155	-1.8%	Shares	Sole	2025-04-10
2024-12-31	$3,211,394	13,397	-1.0%	Shares	Sole	2025-01-15
2024-09-30	$2,854,200	13,536	+0.7%	Shares	Sole	2024-10-18
2024-06-30	$2,717,565	13,436	+1.8%	Shares	Sole	2024-07-30
2024-03-31	$2,644,360	13,202	+10.7%	Shares	Sole	2024-04-15
2023-12-31	$2,027,762	11,921	+8.2%	Shares	Sole	2024-01-10
2023-09-30	$1,597,105	11,013	+1.7%	Shares	Sole	2023-10-10
2023-06-30	$1,574,824	10,828	-14.5%	Shares	Sole	2023-07-13
2023-03-31	$1,651,158	12,671	-4.1%	Shares	Defined	2023-05-02
2022-12-31	$1,772,667	13,219	+2.2%	Shares	Sole	2023-01-17
2022-09-30	$1,352,021	12,938	+20.8%	Shares	Sole	2022-10-12
2022-06-30	$1,206,053	10,710	+21.9%	Shares	Sole	2022-07-08
2022-03-31	$1,197,434	8,784	+8.6%	Shares	Sole	2022-04-18
2021-12-31	$1,280,734	8,088	+13.6%	Shares	Sole	2022-01-13
2021-09-30	$1,165,472	7,120	+1.5%	Shares	Sole	2021-10-08
2021-06-30	$1,090,646	7,012	+2.2%	Shares	Sole	2021-07-13
2021-03-31	$1,043,993	6,858	+1.5%	Shares	Sole	2021-04-28
2020-12-31	$858,739	6,758	+16.9%	Shares	Sole	2021-01-25
2020-09-30	$556,536	5,781	+11.3%	Shares	Sole	2020-10-08
2020-06-30	$488,735	5,196	+0.2%	Shares	Sole	2020-07-08
2020-03-31	$466,715	5,184	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.