Allen Holding’s JPMorgan Chase JPM Stock Holding History

Allen Holding’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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	$3.14M	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	$3.39M	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	$2.64M	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	+$1.58M	0.37%	10