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Alliance Wealth Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alliance Wealth Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

Alliance Wealth Advisors, LLC held 4,164 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,164 shares
    Change vs previous 13F -63 shares

    0.54% of the 13F portfolio, value $1,363,002.

    13F-HR 0001376474-26-000476 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,227 shares
    Change vs previous 13F +79 shares

    0.59% of the 13F portfolio, value $1,243,414.

    13F-HR 0001376474-26-000368 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,148 shares
    Change vs previous 13F -54 shares

    0.64% of the 13F portfolio, value $1,336,569.

    13F-HR 0001376474-26-000039 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,202 shares
    Change vs previous 13F -7 shares

    0.66% of the 13F portfolio, value $1,325,437.

    13F-HR 0001376474-25-000841 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,209 shares
    Change vs previous 13F -365 shares

    0.66% of the 13F portfolio, value $1,220,231.

    13F-HR 0001376474-25-000630 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,574 shares
    Change vs previous 13F -275 shares

    0.66% of the 13F portfolio, value $1,122,002.

    13F-HR 0001376474-25-000324 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,849 shares
    Change vs previous 13F -111 shares

    0.67% of the 13F portfolio, value $1,162,354.

    13F-HR 0001376474-25-000116 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,960 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,045,866.

    13F-HR 0001376474-24-000603 filed by Alliance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).