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Livermore
Livermore
ZHEN

Alliance Wealth Management Group

SEC CIK
0001623707
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Alliance Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
3,557
Value
$1.16M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of JPM by Alliance Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,557$1.16M0.2%−616−14.8%ReducedHolders
Q1 20264,173$1.23M0.3%00.0%UnchangedHolders
Q4 20254,173$1.34M0.3%−65−1.5%ReducedHolders
Q3 20254,238$1.34M0.3%−108−2.5%ReducedHolders
Q2 20254,346$1.26M0.3%−402−8.5%ReducedHolders
Q1 20254,748$1.16M0.3%−358−7.0%ReducedHolders
Q4 20245,106$1.22M0.3%−40−0.8%ReducedHolders
Q3 20245,146$1.09M0.3%+155+3.1%AddedHolders
Q2 20244,991$1.01M0.3%00.0%UnchangedHolders
Q1 20244,991$999.7K0.3%00.0%UnchangedHolders
Q4 20234,991$849.0K0.3%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20234,991$725.9K0.2%−251−4.8%ReducedHolders
Q1 20235,242$683.1K0.2%00.0%UnchangedHolders
Q4 20225,242$703.0K0.3%+62+1.2%AddedHolders
Q3 20225,180$541.0K0.2%−400−7.2%ReducedHolders
Q2 20225,580$628.0K0.2%−135−2.4%ReducedHolders
Q1 20225,715$779.0K0.3%+100+1.8%AddedHolders
Q4 20215,615$889.0K0.3%00.0%UnchangedHolders
Q3 20215,615$919.0K0.3%00.0%UnchangedHolders
Q2 20215,615$873.0K0.3%−653−10.4%ReducedHolders
Q1 20216,268$954.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.