AIM
Allen Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.3M | Sell |
156,314
-189
| -0.1% | -$54.8K | 0.49% | 40 |
|
|
2025
Q1 | $38.4M | Buy |
156,503
+287
| +0.2% | +$70.4K | 0.45% | 37 |
|
|
2024
Q4 | $37.4M | Sell |
156,216
-13,215
| -8% | -$3.17M | 0.43% | 35 |
|
|
2024
Q3 | $35.7M | Hold |
169,431
| – | – | 0.42% | 32 |
|
|
2024
Q2 | $34.3M | Sell |
169,431
-627
| -0.4% | -$127K | 0.42% | 34 |
|
|
2024
Q1 | $34.1M | Sell |
170,058
-1,905
| -1% | -$382K | 0.43% | 35 |
|
|
2023
Q4 | $29.3M | Sell |
171,963
-2,775
| -2% | -$472K | 0.39% | 36 |
|
|
2023
Q3 | $25.3M | Buy |
174,738
+23,894
| +16% | +$3.47M | 0.37% | 36 |
|
|
2023
Q2 | $21.9M | Sell |
150,844
-160
| -0.1% | -$23.3K | 0.32% | 37 |
|
|
2023
Q1 | $19.7M | Buy |
151,004
+160
| +0.1% | +$20.9K | 0.33% | 39 |
|
|
2022
Q4 | $20.2M | Sell |
150,844
-1,159
| -0.8% | -$155K | 0.33% | 39 |
|
|
2022
Q3 | $15.9M | Buy |
152,003
+350
| +0.2% | +$36.6K | 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% | +$22.4M | 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% | -$48.6K | 0.02% | 101 |
|
|
2020
Q4 | $1.36M | Buy |
10,670
+351
| +3% | +$44.6K | 0.02% | 96 |
|
|
2020
Q3 | $993K | Buy |
10,319
+4,417
| +75% | +$425K | 0.02% | 102 |
|
|
2020
Q2 | $555K | Buy |
5,902
+1,607
| +37% | +$151K | 0.01% | 121 |
|
|
2020
Q1 | $387K | Buy |
4,295
+809
| +23% | +$72.9K | 0.01% | 131 |
|
|
2019
Q4 | $486K | Hold |
3,486
| – | – | 0.01% | 124 |
|
|
2019
Q3 | $410K | Sell |
3,486
-497
| -12% | -$58.5K | 0.01% | 150 |
|
|
2019
Q2 | $445K | Hold |
3,983
| – | – | 0.01% | 147 |
|
|
2019
Q1 | $403K | Sell |
3,983
-363
| -8% | -$36.7K | 0.01% | 150 |
|
|
2018
Q4 | $424K | Buy |
4,346
+363
| +9% | +$35.4K | 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% | -$107K | 0.02% | 125 |
|
|
2017
Q4 | $530K | Hold |
4,957
| – | – | 0.02% | 129 |
|
|
2017
Q3 | $473K | Buy |
4,957
+2,049
| +70% | +$196K | 0.02% | 151 |
|
|
2017
Q2 | $266K | Sell |
2,908
-611
| -17% | -$55.9K | 0.01% | 204 |
|
|
2017
Q1 | $309K | Sell |
3,519
-8,089
| -70% | -$710K | 0.02% | 191 |
|
|
2016
Q4 | $1M | Buy |
11,608
+5,511
| +90% | +$476K | 0.06% | 99 |
|
|
2016
Q3 | $406K | Sell |
6,097
-9,257
| -60% | -$616K | 0.03% | 154 |
|
|
2016
Q2 | $954K | Sell |
15,354
-10,973
| -42% | -$682K | 0.07% | 88 |
|
|
2016
Q1 | $1.56M | Buy |
26,327
+651
| +3% | +$38.6K | 0.12% | 70 |
|
|
2015
Q4 | $1.7M | Sell |
25,676
-499
| -2% | -$32.9K | 0.14% | 66 |
|
|
2015
Q3 | $1.6M | Buy |
26,175
+1,738
| +7% | +$106K | 0.15% | 78 |
|
|
2015
Q2 | $1.66M | Buy |
24,437
+18,837
| +336% | +$1.28M | 0.16% | 70 |
|
|
2015
Q1 | $339K | Hold |
5,600
| – | – | 0.02% | 180 |
|
|
2014
Q4 | $350K | Sell |
5,600
-995
| -15% | -$62.2K | 0.03% | 173 |
|
|
2014
Q3 | $397K | Buy |
+6,595
| New | +$397K | 0.03% | 144 |
|