Allred Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.15M | Sell |
12,668
-121
| -0.9% | -$37.6K | 1.36% | 19 |
|
|
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
Allred Capital Management's JPM Position: Q2 2026 in Review
Allred Capital Management reduced its JPMorgan Chase (JPM) stake by 0.95% in Q2 2026, selling an estimated $37.6K and leaving 12,668 shares worth $4.15M. The position accounts for 1.36% of the portfolio, ranked #19.
Allred Capital Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Allred Capital Management held 12,668 shares of JPMorgan Chase worth $4.15M as of Q2 2026.
- Allred Capital Management sold 121 JPMorgan Chase shares in Q2 2026, an estimated $37.6K.
- JPMorgan Chase made up 1.36% of Allred Capital Management's portfolio in Q2 2026, its #19 holding.
- Allred Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.