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Bruce G. Allen Investments’s JPMorgan Chase JPM Stock Holding History

Bruce G. Allen Investments’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 		$680K Sell
2,078
-125
-6% -$38.8K 0.43% 28
2026
Q1 		$648K Sell
2,203
-73
-3% -$22.2K 0.42% 28
2025
Q4 		$733K Sell
2,276
-151
-6% -$46.8K 0.5% 21
2025
Q3 		$766K Sell
2,427
-11
-0.5% -$3.27K 0.55% 21
2025
Q2 		$707K Buy
2,438
+56
+2% +$14.3K 0.54% 21
2025
Q1 		$584K Sell
2,382
-480
-17% -$122K 0.46% 26
2024
Q4 		$686K Sell
2,862
-18
-0.6% -$4.19K 0.56% 23
2024
Q3 		$607K Sell
2,880
-268
-9% -$56.4K 0.47% 26
2024
Q2 		$637K Sell
3,148
-460
-13% -$89.9K 0.54% 27
2024
Q1 		$723K Sell
3,608
-377
-9% -$68K 0.59% 23
2023
Q4 		$678K Buy
+3,985
New +$604K 0.62% 22

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bruce G. Allen Investments's JPM Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $38.8K and leaving 2,078 shares worth $680K. The position accounts for 0.43% of the portfolio, ranked #28.

Bruce G. Allen Investments first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $766K in Q3 2025. 3,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bruce G. Allen Investments held 2,078 shares of JPMorgan Chase worth $680K as of Q2 2026.
  • Bruce G. Allen Investments sold 125 JPMorgan Chase shares in Q2 2026, an estimated $38.8K.
  • JPMorgan Chase made up 0.43% of Bruce G. Allen Investments's portfolio in Q2 2026, its #28 holding.
  • Bruce G. Allen Investments first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's JPMorgan Chase position peaked at $766K in Q3 2025.
  • 3,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.