Allen Investment Management’s JPMorgan Chase JPM Stock Holding History

Allen Investment Management’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	$51M	Buy	155,655 +94	+0.1%	+$29.2K	0.6%	36
2026 Q1	$45.8M	Sell	155,561 -1,586	-1%	-$481K	0.57%	35
2025 Q4	$50.6M	Buy	157,147 +637	+0.4%	+$197K	0.56%	38
2025 Q3	$49.4M	Buy	156,510 +196	+0.1%	+$58.3K	0.55%	43
2025 Q2	$45.3M	Sell	156,314 -189	-0.1%	-$48.2K	0.49%	40
2025 Q1	$38.4M	Buy	156,503 +287	+0.2%	+$73.2K	0.45%	37
2024 Q4	$37.4M	Sell	156,216 -13,215	-8%	-$3.08M	0.43%	35
2024 Q3	$35.7M	Hold	169,431	–	–	0.42%	32
2024 Q2	$34.3M	Sell	169,431 -627	-0.4%	-$123K	0.42%	34
2024 Q1	$34.1M	Sell	170,058 -1,905	-1%	-$344K	0.43%	35
2023 Q4	$29.3M	Sell	171,963 -2,775	-2%	-$421K	0.39%	36
2023 Q3	$25.3M	Buy	174,738 +23,894	+16%	+$3.58M	0.37%	36
2023 Q2	$21.9M	Sell	150,844 -160	-0.1%	-$22K	0.32%	37
2023 Q1	$19.7M	Buy	151,004 +160	+0.1%	+$21.9K	0.33%	39
2022 Q4	$20.2M	Sell	150,844 -1,159	-0.8%	-$147K	0.33%	39
2022 Q3	$15.9M	Buy	152,003 +350	+0.2%	+$40.2K	0.27%	42
2022 Q2	$17.1M	Hold	151,653	–	–	0.28%	40
2022 Q1	$20.7M	Hold	151,653	–	–	0.28%	42
2021 Q4	$24M	Buy	151,653 +141,302	+1,365%	+$23.2M	0.3%	42
2021 Q3	$1.69M	Hold	10,351	–	–	0.02%	103
2021 Q2	$1.61M	Hold	10,351	–	–	0.02%	100
2021 Q1	$1.58M	Sell	10,351 -319	-3%	-$45.9K	0.02%	101
2020 Q4	$1.36M	Buy	10,670 +351	+3%	+$39.2K	0.02%	96
2020 Q3	$993K	Buy	10,319 +4,417	+75%	+$434K	0.02%	102
2020 Q2	$555K	Buy	5,902 +1,607	+37%	+$152K	0.01%	121
2020 Q1	$387K	Buy	4,295 +809	+23%	+$98.3K	0.01%	131
2019 Q4	$486K	Hold	3,486	–	–	0.01%	124
2019 Q3	$410K	Sell	3,486 -497	-12%	-$56.2K	0.01%	150
2019 Q2	$445K	Hold	3,983	–	–	0.01%	147
2019 Q1	$403K	Sell	3,983 -363	-8%	-$37.4K	0.01%	150
2018 Q4	$424K	Buy	4,346 +363	+9%	+$38.7K	0.02%	126
2018 Q3	$449K	Hold	3,983	–	–	0.02%	146
2018 Q2	$415K	Hold	3,983	–	–	0.02%	145
2018 Q1	$438K	Sell	3,983 -974	-20%	-$110K	0.02%	125
2017 Q4	$530K	Hold	4,957	–	–	0.02%	129
2017 Q3	$473K	Buy	4,957 +2,049	+70%	+$189K	0.02%	151
2017 Q2	$266K	Sell	2,908 -611	-17%	-$52.7K	0.01%	204
2017 Q1	$309K	Sell	3,519 -8,089	-70%	-$714K	0.02%	191
2016 Q4	$1M	Buy	11,608 +5,511	+90%	+$420K	0.06%	99
2016 Q3	$406K	Sell	6,097 -9,257	-60%	-$604K	0.03%	154
2016 Q2	$954K	Sell	15,354 -10,973	-42%	-$685K	0.07%	88
2016 Q1	$1.56M	Buy	26,327 +651	+3%	+$38K	0.12%	70
2015 Q4	$1.7M	Sell	25,676 -499	-2%	-$32.5K	0.14%	66
2015 Q3	$1.6M	Buy	26,175 +1,738	+7%	+$114K	0.15%	78
2015 Q2	$1.66M	Buy	24,437 +18,837	+336%	+$1.23M	0.16%	70
2015 Q1	$339K	Hold	5,600	–	–	0.02%	180
2014 Q4	$350K	Sell	5,600 -995	-15%	-$59.9K	0.03%	173
2014 Q3	$397K	Buy	+6,595	New	+$386K	0.03%	144

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allen Investment Management's JPM Position: Q2 2026 in Review

Allen Investment Management increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $29.2K and bringing the position to 155,655 shares worth $51M. The position accounts for 0.6% of the portfolio, ranked #36.

Allen Investment Management first reported a position in JPM in Q3 2014 and has held it in 48 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Allen Investment Management held 155,655 shares of JPMorgan Chase worth $51M as of Q2 2026.
Allen Investment Management bought 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
JPMorgan Chase made up 0.6% of Allen Investment Management's portfolio in Q2 2026, its #36 holding.
Allen Investment Management first reported a position in JPMorgan Chase in Q3 2014 and has held it in 48 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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