Independent Advisor Alliance / JPM
Independent Advisor Alliance’s Jpmorgan Chase & Co Position
Does Independent Advisor Alliance own Jpmorgan Chase & Co (JPM)? Yes — 130.8K shares worth $38M (+0.41% of its 13F portfolio) as of Q1 2026, down from 172.8K shares the prior filed quarter.
Position Value
$38M
Q1 2026
Shares
130.8K
% of Portfolio
+0.41%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 130.8K | $38M | +0.41% |
| Q4 2025 | 172.8K | $56M | +1.35% |
| Q3 2025 | 177.2K | $56M | +1.45% |
| Q2 2025 | 173.6K | $50M | +1.45% |
| Q1 2025 | 185.4K | $45M | +1.50% |
| Q4 2024 | 181.4K | $43M | +0.58% |
| Q3 2024 | 170.3K | $36M | +1.31% |
| Q2 2024 | 173.6K | $35M | +1.20% |
| Q1 2024 | 178.5K | $36M | +1.29% |
| Q4 2023 | 193.1K | $33M | +1.18% |
| Q3 2023 | 186.5K | $27M | +1.22% |
| Q2 2023 | 177.3K | $26M | +1.14% |
| Q1 2023 | 168.7K | $22M | +1.06% |
| Q4 2022 | 180.1K | $776,833 | +0.27% |
| Q3 2022 | 180.1K | $19M | +1.10% |
| Q2 2022 | 177.6K | $20M | +1.12% |
| Q1 2022 | 175.4K | $24M | +1.15% |
| Q4 2021 | 156.1K | $25M | +1.22% |
| Q3 2021 | 154.0K | $25M | +1.40% |
| Q2 2021 | 163.8K | $25M | +1.40% |
| Q1 2021 | 166.6K | $25M | +1.50% |
| Q4 2020 | 152.4K | $19M | +1.31% |
| Q3 2020 | 138.2K | $13M | +1.01% |
| Q2 2020 | 104.9K | $10M | +1.06% |
| Q1 2020 | 89.6K | $8M | +1.17% |
| Q4 2019 | 86.4K | $12M | +0.53% |
| Q3 2019 | 90.8K | $11M | +1.32% |
| Q2 2019 | 90.4K | $9M | +1.27% |
| Q1 2019 | 86.2K | $9M | +1.23% |
| Q4 2018 | 82.2K | $8M | +1.43% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of JPM.