SEC 13F Intelligence

Alpha Omega Wealth Management LLC / JPM

Alpha Omega Wealth Management LLC’s Jpmorgan Chase & Co Position

Does Alpha Omega Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 31.2K shares worth $9M (+1.49% of its 13F portfolio) as of Q1 2026, down from 31.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
31.2K
% of Portfolio
+1.49%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $295,000Q4 ’18Q1 ’19: $335,000Q2 ’19: $370,000Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.2K$9M+1.49%
Q4 202531.6K$10M+1.69%
Q3 202532.9K$10M+1.73%
Q2 202535.2K$10M+1.83%
Q1 202537.0K$9M+1.73%
Q4 202438.7K$9M+1.76%
Q3 202439.0K$8M+1.51%
Q2 202440.0K$8M+1.54%
Q1 202440.4K$8M+1.50%
Q4 202342.2K$7M+1.19%
Q3 202342.7K$6M+1.07%
Q2 202343.4K$6M+1.07%
Q1 202344.9K$6M+1.01%
Q4 202245.3K$6M+1.08%
Q3 202245.3K$5M+0.90%
Q2 202244.2K$5M+0.89%
Q1 202237.7K$5M+0.81%
Q4 202137.1K$6M+0.96%
Q3 202136.9K$6M+0.99%
Q2 202137.1K$6M+0.95%
Q1 202137.2K$6M+0.99%
Q4 202037.6K$5M+0.81%
Q3 202038.4K$4M+0.52%
Q2 202036.9K$3M+0.53%
Q1 202037.0K$3M+0.61%
Q4 201924.3K$3M+0.54%
Q3 201924.1K$3M+0.51%
Q2 20193.3K$370,000+0.16%
Q1 20193.3K$335,000+0.15%
Q4 20183.0K$295,000+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Omega Wealth Management LLC’s full portfolio or all institutional holders of JPM.