Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

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JPM holding history

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

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 17,342
Value: $5.68M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,342	$5.68M	0.5%	+1,315+8.2%	Added	Holders
Q1 2026	16,027	$4.71M	0.5%	−880−5.2%	Reduced	Holders
Q4 2025	16,907	$5.45M	0.5%	−1,013−5.7%	Reduced	Holders
Q3 2025	17,920	$5.65M	0.6%	+360+2.1%	Added	Holders
Q2 2025	17,560	$5.09M	0.6%	+719+4.3%	Added	Holders
Q1 2025	16,841	$4.13M	0.5%	+461+2.8%	Added	Holders
Q4 2024	16,380	$3.93M	0.5%	+411+2.6%	Added	Holders
Q3 2024	15,969	$3.37M	0.4%	−321−2.0%	Reduced	Holders
Q2 2024	16,290	$3.29M	0.4%	+125+0.8%	Added	Holders
Q1 2024	16,165	$3.24M	0.4%	+1,216+8.1%	Added	Holders
Q4 2023	14,949	$2.54M	0.4%	−463−3.0%	Reduced	Holders
Q3 2023	15,412	$2.24M	0.4%	00.0%	Unchanged	Holders
Q2 2023	15,412	$2.24M	0.3%	−607−3.8%	Reduced	Holders
Q1 2023	16,019	$2.09M	0.3%	−5,184−24.4%	Reduced	Holders
Q4 2022	21,203	$2.84M	0.5%	+1,448+7.3%	Added	Holders
Q3 2022	19,755	$2.06M	0.4%	+2,152+12.2%	Added	Holders
Q2 2022	17,603	$1.98M	0.4%	+1,665+10.4%	Added	Holders
Q1 2022	15,938	$2.17M	0.4%	+913+6.1%	Added	Holders
Q4 2021	15,025	$2.38M	0.5%	−55−0.4%	Reduced	Holders
Q3 2021	15,080	$2.47M	0.6%	−596−3.8%	Reduced	Holders
Q2 2021	15,676	$2.44M	0.6%	−765−4.7%	Reduced	Holders
Q1 2021	16,441	$2.50M	0.7%	–	–	Holders

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