Alliance Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1849724 SCRANTON, PA

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,363,002

+$119,588 QoQ

Shares Held

4,164

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#3,328

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Alliance Wealth Advisors, LLC holds $4,844,776 across 5 Banks - Diversified names. JPM ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	4,164	$1,363,002
2	BNY	Bank of New York Mellon Corp	9,297	$1,344,439
3	WFC	Wells Fargo & Company/Mn	10,796	$892,181
4	BAC	Bank Of America Corp /De/	13,533	$771,110
5	C	Citigroup Inc	3,387	$474,044

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,363,002	4,164	-1.5%	Shares	Sole	2026-07-09
2026-03-31	$1,243,414	4,227	+1.9%	Shares	Sole	2026-05-13
2025-12-31	$1,336,568	4,148	-1.3%	Shares	Sole	2026-01-14
2025-09-30	$1,325,436	4,202	-0.2%	Shares	Sole	2025-10-15
2025-06-30	$1,220,231	4,209	-8.0%	Shares	Sole	2025-07-17
2025-03-31	$1,122,002	4,574	-5.7%	Shares	Sole	2025-04-11
2024-12-31	$1,162,353	4,849	-2.2%	Shares	Sole	2025-01-28
2024-09-30	$1,045,865	4,960	+1.2%	Shares	Sole	2024-10-16
2024-06-30	$990,871	4,899	-0.3%	Shares	Sole	2024-07-17
2024-03-31	$984,674	4,916	+1.8%	Shares	Sole	2024-04-16
2023-12-31	$821,072	4,827	-3.2%	Shares	Sole	2024-01-10
2023-09-30	$723,359	4,988	-3.6%	Shares	Sole	2023-10-12
2023-06-30	$752,506	5,174	+4.2%	Shares	Sole	2023-07-24
2023-03-31	$647,249	4,967	+2.8%	Shares	Sole	2023-04-06
2022-12-31	$647,837	4,831	-6.5%	Shares	Sole	2023-01-23
2022-09-30	$540,160	5,169	-2.7%	Shares	Sole	2022-10-11
2022-06-30	$598,296	5,313	+86.2%	Shares	Sole	2022-07-20
2022-03-31	$389,057	2,854	-9.8%	Shares	Sole	2022-04-12
2021-12-31	$501,177	3,165	-1.9%	Shares	Sole	2022-01-21
2021-09-30	$528,227	3,227	+7.6%	Shares	Sole	2022-01-18
2021-06-30	$466,464	2,999	+0.6%	Shares	Sole	2021-07-27
2021-03-31	$453,645	2,980	-0.0%	Shares	Sole	2021-04-14
2020-12-31	$378,795	2,981	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.