Allen Holding’s JPMorgan Chase JPM Stock Holding History

Allen Holding’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.82M	Hold	30,000	–	–	0.97%	8
2026 Q1	$8.82M	Hold	30,000	–	–	0.88%	8
2025 Q4	$9.67M	Hold	30,000	–	–	0.92%	8
2025 Q3	$9.46M	Hold	30,000	–	–	0.89%	8
2025 Q2	$8.7M	Hold	30,000	–	–	0.86%	8
2025 Q1	$7.36M	Hold	30,000	–	–	0.77%	8
2024 Q4	$7.19M	Hold	30,000	–	–	0.79%	8
2024 Q3	$6.33M	Hold	30,000	–	–	0.68%	8
2024 Q2	$6.07M	Hold	30,000	–	–	0.76%	8
2024 Q1	$6.01M	Hold	30,000	–	–	0.76%	8
2023 Q4	$5.1M	Hold	30,000	–	–	0.71%	8
2023 Q3	$4.35M	Hold	30,000	–	–	0.61%	9
2023 Q2	$4.36M	Hold	30,000	–	–	0.59%	9
2023 Q1	$3.91M	Hold	30,000	–	–	0.56%	8
2022 Q4	$4.02M	Hold	30,000	–	–	0.57%	8
2022 Q3	$3.13M	Hold	30,000	–	–	0.49%	11
2022 Q2	$3.38M	Hold	30,000	–	–	0.48%	10
2022 Q1	$4.09M	Hold	30,000	–	–	0.53%	12
2021 Q4	$4.75M	Hold	30,000	–	–	0.64%	12
2021 Q3	$4.91M	Hold	30,000	–	–	0.73%	12
2021 Q2	$4.67M	Hold	30,000	–	–	0.71%	11
2021 Q1	$4.57M	Hold	30,000	–	–	0.74%	9
2020 Q4	$3.81M	Hold	30,000	–	–	0.65%	9
2020 Q3	$2.89M	Hold	30,000	–	–	0.53%	8
2020 Q2	$2.82M	Hold	30,000	–	–	0.51%	6
2020 Q1	$2.7M	Hold	30,000	–	–	0.52%	7
2019 Q4	$4.18M	Hold	30,000	–	–	0.61%	7
2019 Q3	$3.53M	Hold	30,000	–	–	0.54%	7
2019 Q2	$3.35M	Hold	30,000	–	–	0.51%	8
2019 Q1	$3.04M	Hold	30,000	–	–	0.5%	8
2018 Q4	$2.93M	Hold	30,000	–	–	0.5%	8
2018 Q3	$3.38M	Hold	30,000	–	–	0.53%	7
2018 Q2	$3.13M	Hold	30,000	–	–	0.57%	7
2018 Q1	$3.3M	Hold	30,000	–	–	0.6%	6
2017 Q4	$3.21M	Hold	30,000	–	–	0.6%	6
2017 Q3	$2.87M	Hold	30,000	–	–	0.53%	6
2017 Q2	$2.74M	Hold	30,000	–	–	0.53%	6
2017 Q1	$2.63M	Hold	30,000	–	–	0.56%	6
2016 Q4	$2.59M	Hold	30,000	–	–	0.57%	7
2016 Q3	$2M	Hold	30,000	–	–	0.44%	7
2016 Q2	$1.86M	Hold	30,000	–	–	0.4%	7
2016 Q1	$1.78M	Hold	30,000	–	–	0.38%	7
2015 Q4	$1.98M	Hold	30,000	–	–	0.44%	7
2015 Q3	$1.83M	Hold	30,000	–	–	0.42%	7
2015 Q2	$2.03M	Hold	30,000	–	–	0.44%	9
2015 Q1	$1.82M	Hold	30,000	–	–	0.39%	9
2014 Q4	$1.88M	Hold	30,000	–	–	0.4%	9
2014 Q3	$1.81M	Hold	30,000	–	–	0.38%	9
2014 Q2	$1.73M	Hold	30,000	–	–	0.37%	9
2014 Q1	$1.82M	Hold	30,000	–	–	0.39%	12
2013 Q4	$1.75M	Hold	30,000	–	–	0.38%	10
2013 Q3	$1.55M	Hold	30,000	–	–	0.36%	9
2013 Q2	$1.58M	Buy	+30,000	New	+$1.53M	0.37%	10

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allen Holding's JPM Position: Q2 2026 in Review

Allen Holding held its JPMorgan Chase (JPM) position steady in Q2 2026 at 30,000 shares worth $9.82M. The position accounts for 0.97% of the portfolio, ranked #8.

Allen Holding first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Allen Holding held 30,000 shares of JPMorgan Chase worth $9.82M as of Q2 2026.
Allen Holding left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.97% of Allen Holding's portfolio in Q2 2026, its #8 holding.
Allen Holding first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Allen Holding's 13F filing for Q2 2026, filed 5 Aug 2026.