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 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%	-$1.27K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

Allen Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, selling an estimated $31.1K and leaving 2,767 shares worth $906K. The position accounts for 0.44% of the portfolio, ranked #32.

Allen Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $960K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Allen Wealth Management held 2,767 shares of JPMorgan Chase worth $906K as of Q2 2026.
Allen Wealth Management sold 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
JPMorgan Chase made up 0.44% of Allen Wealth Management's portfolio in Q2 2026, its #32 holding.
Allen Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's JPMorgan Chase position peaked at $960K in Q4 2025.
2,509 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.