ACG
Allen Capital Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
42,979
+2,427
| +6% | +$704K | 1.28% | 19 |
|
|
2025
Q1 | $9.95M | Buy |
40,552
+4,086
| +11% | +$1M | 1.12% | 22 |
|
|
2024
Q4 | $8.74M | Sell |
36,466
-1,237
| -3% | -$297K | 1.05% | 23 |
|
|
2024
Q3 | $7.95M | Buy |
37,703
+207
| +0.6% | +$43.6K | 0.99% | 22 |
|
|
2024
Q2 | $7.58M | Sell |
37,496
-943
| -2% | -$191K | 1.04% | 22 |
|
|
2024
Q1 | $7.7M | Buy |
38,439
+632
| +2% | +$127K | 1.08% | 20 |
|
|
2023
Q4 | $6.43M | Buy |
37,807
+615
| +2% | +$105K | 1.02% | 21 |
|
|
2023
Q3 | $5.35M | Sell |
37,192
-414
| -1% | -$59.5K | 0.95% | 23 |
|
|
2023
Q2 | $5.47M | Sell |
37,606
-20
| -0.1% | -$2.91K | 0.94% | 23 |
|
|
2023
Q1 | $4.9M | Buy |
+37,626
| New | +$4.9M | 0.89% | 22 |
|
|
2022
Q4 | – | Sell |
-32,864
| Closed | -$3.43M | – | 99 |
|
|
2022
Q3 | $3.43M | Buy |
32,864
+2,269
| +7% | +$237K | 0.79% | 22 |
|
|
2022
Q2 | $3.45M | Buy |
30,595
+1,074
| +4% | +$121K | 0.7% | 27 |
|
|
2022
Q1 | $4.02M | Buy |
29,521
+1,681
| +6% | +$229K | 0.76% | 25 |
|
|
2021
Q4 | $4.41M | Sell |
27,840
-256
| -0.9% | -$40.5K | 0.71% | 25 |
|
|
2021
Q3 | $4.6M | Buy |
28,096
+1,488
| +6% | +$244K | 0.92% | 23 |
|
|
2021
Q2 | $4.14M | Buy |
26,608
+1,948
| +8% | +$303K | 0.83% | 23 |
|
|
2021
Q1 | $3.75M | Buy |
24,660
+865
| +4% | +$132K | 0.82% | 24 |
|
|
2020
Q4 | $3.02M | Buy |
23,795
+924
| +4% | +$117K | 0.73% | 27 |
|
|
2020
Q3 | $2.31M | Buy |
22,871
+1,760
| +8% | +$177K | 0.58% | 35 |
|
|
2020
Q2 | $1.99M | Buy |
21,111
+2,167
| +11% | +$204K | 0.53% | 36 |
|
|
2020
Q1 | $1.71M | Buy |
18,944
+1,687
| +10% | +$152K | 0.53% | 37 |
|
|
2019
Q4 | $2.41M | Buy |
17,257
+932
| +6% | +$130K | 0.64% | 37 |
|
|
2019
Q3 | $1.84M | Buy |
16,325
+1,840
| +13% | +$207K | 0.57% | 41 |
|
|
2019
Q2 | $1.62M | Buy |
14,485
+316
| +2% | +$35.3K | 0.52% | 44 |
|
|
2019
Q1 | $1.43M | Buy |
14,169
+156
| +1% | +$15.8K | 0.47% | 45 |
|
|
2018
Q4 | $1.47M | Buy |
14,013
+5,820
| +71% | +$609K | 0.52% | 43 |
|
|
2018
Q3 | $925K | Buy |
8,193
+822
| +11% | +$92.8K | 0.31% | 62 |
|
|
2018
Q2 | $768K | Buy |
7,371
+2,308
| +46% | +$240K | 0.28% | 60 |
|
|
2018
Q1 | $557K | Buy |
5,063
+2,466
| +95% | +$271K | 0.22% | 67 |
|
|
2017
Q4 | $278K | Buy |
+2,597
| New | +$278K | 0.12% | 95 |
|