Allie Family Office’s JPMorgan Chase JPM Stock Holding History

Allie Family Office’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	–	Sell	-1,791	Closed	-$527K	–	117
2026 Q1	$527K	Buy	1,791 +100	+6%	+$30.3K	0.23%	53
2025 Q4	$545K	Hold	1,691	–	–	0.25%	56
2025 Q3	$533K	Hold	1,691	–	–	0.25%	54
2025 Q2	$490K	Hold	1,691	–	–	0.24%	51
2025 Q1	$415K	Sell	1,691 -3,850	-69%	-$982K	0.23%	59
2024 Q4	$1.33M	Hold	5,541	–	–	0.74%	24
2024 Q3	$1.17M	Hold	5,541	–	–	0.63%	25
2024 Q2	$1.12M	Hold	5,541	–	–	0.67%	26
2024 Q1	$1.11M	Hold	5,541	–	–	0.65%	28
2023 Q4	$943K	Hold	5,541	–	–	0.65%	23
2023 Q3	$804K	Hold	5,541	–	–	0.65%	22
2023 Q2	$806K	Hold	5,541	–	–	0.58%	26
2023 Q1	$722K	Hold	5,541	–	–	0.54%	31
2022 Q4	$743K	Hold	5,541	–	–	0.61%	25
2022 Q3	$579K	Hold	5,541	–	–	0.5%	32
2022 Q2	$624K	Buy	5,541 +1,691	+44%	+$210K	0.51%	32
2022 Q1	$525K	Buy	+3,850	New	+$568K	0.4%	40

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

Allie Family Office's JPM Position: Q2 2026 in Review

Allie Family Office sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,791 shares — an estimated $527K sold.

Allie Family Office first reported a position in JPM in Q1 2022 and held it in 17 quarters. The position peaked at $1.33M in Q4 2024. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Allie Family Office reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Allie Family Office sold 1,791 JPMorgan Chase shares in Q2 2026, an estimated $527K.
Allie Family Office first reported a position in JPMorgan Chase in Q1 2022 and held it in 17 quarters.
Allie Family Office's JPMorgan Chase position peaked at $1.33M in Q4 2024.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.