Allen Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.1M | Buy |
47,834
+1,767
| +4% | +$536K | 1.26% | 20 |
|
|
2025
Q4 | $14.8M | Buy |
46,067
+1,110
| +2% | +$344K | 1.36% | 20 |
|
|
2025
Q3 | $14.2M | Buy |
44,957
+1,978
| +5% | +$588K | 1.34% | 18 |
|
|
2025
Q2 | $12.5M | Buy |
42,979
+2,427
| +6% | +$619K | 1.28% | 20 |
|
|
2025
Q1 | $9.95M | Buy |
40,552
+4,086
| +11% | +$1.04M | 1.12% | 23 |
|
|
2024
Q4 | $8.74M | Sell |
36,466
-1,237
| -3% | -$288K | 1.05% | 24 |
|
|
2024
Q3 | $7.95M | Buy |
37,703
+207
| +0.6% | +$43.6K | 0.99% | 23 |
|
|
2024
Q2 | $7.58M | Sell |
37,496
-943
| -2% | -$184K | 1.04% | 23 |
|
|
2024
Q1 | $7.7M | Buy |
38,439
+632
| +2% | +$114K | 1.08% | 21 |
|
|
2023
Q4 | $6.43M | Buy |
37,807
+615
| +2% | +$93.2K | 1.02% | 22 |
|
|
2023
Q3 | $5.35M | Sell |
37,192
-414
| -1% | -$62.1K | 0.95% | 24 |
|
|
2023
Q2 | $5.47M | Sell |
37,606
-20
| -0.1% | -$2.75K | 0.94% | 24 |
|
|
2023
Q1 | $4.9M | Buy |
+37,626
| New | +$5.16M | 0.89% | 23 |
|
|
2022
Q4 | – | Sell |
-32,864
| Closed | -$3.43M | – | 99 |
|
|
2022
Q3 | $3.43M | Buy |
32,864
+2,269
| +7% | +$260K | 0.79% | 22 |
|
|
2022
Q2 | $3.44M | Buy |
30,595
+1,074
| +4% | +$133K | 0.7% | 27 |
|
|
2022
Q1 | $4.02M | Buy |
29,521
+1,681
| +6% | +$248K | 0.76% | 26 |
|
|
2021
Q4 | $4.41M | Sell |
27,840
-256
| -0.9% | -$42K | 0.71% | 28 |
|
|
2021
Q3 | $4.6M | Buy |
28,096
+1,488
| +6% | +$233K | 0.92% | 24 |
|
|
2021
Q2 | $4.14M | Buy |
26,608
+1,948
| +8% | +$306K | 0.83% | 24 |
|
|
2021
Q1 | $3.75M | Buy |
24,660
+865
| +4% | +$124K | 0.82% | 25 |
|
|
2020
Q4 | $3.02M | Buy |
23,795
+924
| +4% | +$103K | 0.73% | 28 |
|
|
2020
Q3 | $2.31M | Buy |
22,871
+1,760
| +8% | +$173K | 0.58% | 36 |
|
|
2020
Q2 | $1.99M | Buy |
21,111
+2,167
| +11% | +$206K | 0.53% | 37 |
|
|
2020
Q1 | $1.71M | Buy |
18,944
+1,687
| +10% | +$205K | 0.53% | 38 |
|
|
2019
Q4 | $2.41M | Buy |
17,257
+932
| +6% | +$120K | 0.64% | 38 |
|
|
2019
Q3 | $1.84M | Buy |
16,325
+1,840
| +13% | +$208K | 0.57% | 42 |
|
|
2019
Q2 | $1.62M | Buy |
14,485
+316
| +2% | +$34.8K | 0.52% | 45 |
|
|
2019
Q1 | $1.43M | Buy |
14,169
+156
| +1% | +$16.1K | 0.47% | 46 |
|
|
2018
Q4 | $1.47M | Buy |
14,013
+5,820
| +71% | +$620K | 0.52% | 44 |
|
|
2018
Q3 | $925K | Buy |
8,193
+822
| +11% | +$93.3K | 0.31% | 63 |
|
|
2018
Q2 | $768K | Buy |
7,371
+2,308
| +46% | +$253K | 0.28% | 61 |
|
|
2018
Q1 | $557K | Buy |
5,063
+2,466
| +95% | +$279K | 0.22% | 68 |
|
|
2017
Q4 | $278K | Buy |
+2,597
| New | +$263K | 0.12% | 95 |
|
Other funds holding JPM
VCM
VPM
Allen Capital Group's JPM Position: Q1 2026 in Review
Allen Capital Group increased its JPMorgan Chase (JPM) stake by 3.8% in Q1 2026, buying an estimated $536K and bringing the position to 47,834 shares worth $14.1M. The position accounts for 1.26% of the portfolio, ranked #20.
Allen Capital Group first reported a position in JPM in Q4 2017 and has held it in 33 quarters since. The position peaked at $14.8M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Allen Capital Group held 47,834 shares of JPMorgan Chase worth $14.1M as of Q1 2026.
- Allen Capital Group bought 1,767 JPMorgan Chase shares in Q1 2026, an estimated $536K.
- JPMorgan Chase made up 1.26% of Allen Capital Group's portfolio in Q1 2026, its #20 holding.
- Allen Capital Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 33 quarters since.
- Allen Capital Group's JPMorgan Chase position peaked at $14.8M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.