Allen Wealth Management’s JPMorgan Chase JPM Stock Holding History

Allen Wealth 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 Q3	$818K	Sell	2,472 -295	-11%	-$103K	0.4%	32
2026 Q2	$906K	Sell	2,767 -100	-3%	-$31.1K	0.44%	32
2026 Q1	$843K	Sell	2,867 -113	-4%	-$34.3K	0.42%	34
2025 Q4	$960K	Buy	2,980 +104	+4%	+$32.2K	0.58%	33
2025 Q3	$907K	Sell	2,876 -140	-5%	-$41.6K	0.62%	32
2025 Q2	$874K	Sell	3,016 -100	-3%	-$25.5K	0.61%	32
2025 Q1	$764K	Sell	3,116 -5	-0.2%	-$1.28K	0.53%	34
2024 Q4	$748K	Sell	3,121 -10	-0.3%	-$2.33K	0.54%	34
2024 Q3	$660K	Sell	3,131 -5	-0.2%	-$1.05K	0.46%	36
2024 Q2	$634K	Buy	3,136 +205	+7%	+$40.1K	0.56%	34
2024 Q1	$587K	Buy	2,931 +39	+1%	+$7.04K	0.52%	37
2023 Q4	$492K	Buy	+2,892	New	+$438K	0.48%	35

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allen Wealth Management's JPM Position: Q3 2026 in Review

Allen Wealth Management reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $103K and leaving 2,472 shares worth $818K. The position accounts for 0.4% of the portfolio, ranked #32.

Allen Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $960K in Q4 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Allen Wealth Management held 2,472 shares of JPMorgan Chase worth $818K as of Q3 2026.
Allen Wealth Management sold 295 JPMorgan Chase shares in Q3 2026, an estimated $103K.
JPMorgan Chase made up 0.4% of Allen Wealth Management's portfolio in Q3 2026, its #32 holding.
Allen Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
Allen Wealth Management's JPMorgan Chase position peaked at $960K in Q4 2025.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.