Allegiance Financial Group Advisory Services LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1964068
VIENNA, VA
Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$463,499
+$111,795 QoQ
Shares Held
1,416
+27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#4,347
of 5,056 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Allegiance Financial Group Advisory Services LLC holds $958,568 across 3 Banks - Diversified names. JPM ranks #1 (48.4% of the industry book) .
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,499 | 1,416 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $351,704 | 1,115 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $278,313 | 960 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $424,859 | 1,732 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $349,736 | 1,459 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $325,778 | 1,545 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $339,999 | 1,681 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $336,303 | 1,679 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $292,912 | 1,722 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $242,763 | 1,674 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $243,175 | 1,672 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $217,617 | 1,670 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $223,678 | 1,668 | Shares | Defined | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||