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Allen Mooney & Barnes Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$18.9M Sell
57,680
-2,633
-4% -$818K 2.87% 7
2026
Q1 		$17.7M Buy
60,313
+737
+1% +$224K 2.55% 8
2025
Q4 		$19.2M Buy
59,576
+337
+0.6% +$104K 2.89% 7
2025
Q3 		$18.7M Sell
59,239
-20,213
-25% -$6.01M 2.91% 6
2025
Q2 		$23M Buy
79,452
+731
+0.9% +$187K 3.78% 5
2025
Q1 		$19.3M Sell
78,721
-2,219
-3% -$566K 3.14% 3
2024
Q4 		$19.4M Sell
80,940
-2,440
-3% -$568K 3.27% 6
2024
Q3 		$17.6M Sell
83,380
-2,357
-3% -$496K 2.99% 7
2024
Q2 		$17.3M Buy
85,737
+1,221
+1% +$239K 3.1% 6
2024
Q1 		$16.5M Sell
84,516
-815
-1% -$147K 3.17% 5
2023
Q4 		$14.5M Buy
85,331
+811
+1% +$123K 2.76% 6
2023
Q3 		$12.3M Buy
84,520
+3,340
+4% +$501K 2.61% 9
2023
Q2 		$11.8M Buy
81,180
+113
+0.1% +$15.5K 2.61% 7
2023
Q1 		$10.6M Buy
81,067
+771
+1% +$106K 2.53% 10
2022
Q4 		$10.8M Buy
80,296
+1,852
+2% +$235K 2.59% 10
2022
Q3 		$8.2M Buy
78,444
+1,203
+2% +$138K 2.19% 17
2022
Q2 		$8.7M Buy
77,241
+3,701
+5% +$459K 2.23% 14
2022
Q1 		$10M Buy
+73,540
New +$10.9M 2.22% 15

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's JPM Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, selling an estimated $818K and leaving 57,680 shares worth $18.9M. The position accounts for 2.87% of the portfolio, ranked #7.

Allen Mooney & Barnes Investment Advisors first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $23M in Q2 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 57,680 shares of JPMorgan Chase worth $18.9M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 2,633 JPMorgan Chase shares in Q2 2026, an estimated $818K.
  • JPMorgan Chase made up 2.87% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's JPMorgan Chase position peaked at $23M in Q2 2025.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.