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Allred Capital Management’s JPMorgan Chase JPM Stock Holding History

Allred Capital 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
Q1 		$3.76M Buy
12,789
+241
+2% +$73.1K 1.37% 19
2025
Q4 		$4.04M Sell
12,548
-122
-1% -$37.8K 1.46% 16
2025
Q3 		$4M Buy
12,670
+515
+4% +$153K 1.39% 16
2025
Q2 		$3.52M Sell
12,155
-260
-2% -$66.3K 1.32% 16
2025
Q1 		$3.05M Buy
12,415
+41
+0.3% +$10.5K 1.22% 19
2024
Q4 		$2.97M Sell
12,374
-1,147
-8% -$267K 1.15% 20
2024
Q3 		$2.85M Sell
13,521
-94
-0.7% -$19.8K 1.12% 20
2024
Q2 		$2.75M Buy
13,615
+706
+5% +$138K 1.06% 21
2024
Q1 		$2.59M Buy
12,909
+1,341
+12% +$242K 1.01% 20
2023
Q4 		$1.97M Sell
11,568
-281
-2% -$42.6K 0.86% 27
2023
Q3 		$1.72M Buy
11,849
+245
+2% +$36.7K 0.86% 26
2023
Q2 		$1.69M Buy
11,604
+795
+7% +$109K 0.83% 26
2023
Q1 		$1.41M Buy
10,809
+949
+10% +$130K 0.75% 30
2022
Q4 		$1.32M Sell
9,860
-93
-0.9% -$11.8K 0.73% 28
2022
Q3 		$1.04M Sell
9,953
-336
-3% -$38.6K 0.65% 36
2022
Q2 		$1.16M Sell
10,289
-788
-7% -$97.6K 0.73% 34
2022
Q1 		$1.51M Buy
11,077
+256
+2% +$37.8K 0.8% 32
2021
Q4 		$1.71M Buy
10,821
+117
+1% +$19.2K 0.83% 29
2021
Q3 		$1.75M Sell
10,704
-245
-2% -$38.4K 0.92% 27
2021
Q2 		$1.7M Buy
10,949
+349
+3% +$54.8K 0.84% 31
2021
Q1 		$1.61M Buy
10,600
+314
+3% +$45.2K 0.73% 27
2020
Q4 		$1.31M Buy
10,286
+709
+7% +$79.2K 0.71% 29
2020
Q3 		$921K Sell
9,577
-2,113
-18% -$207K 0.56% 51
2020
Q2 		$1.1M Buy
11,690
+802
+7% +$76.1K 0.7% 36
2020
Q1 		$980K Buy
10,888
+1,484
+16% +$180K 0.76% 38
2019
Q4 		$1.31M Sell
9,404
-1,008
-10% -$129K 0.72% 33
2019
Q3 		$1.2M Sell
10,412
-518
-5% -$58.6K 0.73% 39
2019
Q2 		$1.24M Sell
10,930
-5
-0% -$551 0.71% 40
2019
Q1 		$1.15M Sell
10,935
-14
-0.1% -$1.44K 0.65% 41
2018
Q4 		$1.07M Buy
+10,949
New +$1.17M 0.71% 38

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allred Capital Management's JPM Position: Q1 2026 in Review

Allred Capital Management increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $73.1K and bringing the position to 12,789 shares worth $3.76M. The position accounts for 1.37% of the portfolio, ranked #19.

Allred Capital Management first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.04M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Allred Capital Management held 12,789 shares of JPMorgan Chase worth $3.76M as of Q1 2026.
  • Allred Capital Management bought 241 JPMorgan Chase shares in Q1 2026, an estimated $73.1K.
  • JPMorgan Chase made up 1.37% of Allred Capital Management's portfolio in Q1 2026, its #19 holding.
  • Allred Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's JPMorgan Chase position peaked at $4.04M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.