Question 1

Does Allen Investment Management own JPM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Allen Investment Management holds 155,655 shares of JPM (JPMorgan Chase), worth $51M.

Question 2

How many shares of JPM does Allen Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Allen Investment Management holds 155,655 shares of JPM (JPMorgan Chase).

Question 3

What is Allen Investment Management's JPM position worth?

Accepted Answer

As of its Q2 2026 13F, Allen Investment Management's JPM position is worth $51M.

Question 4

Is Allen Investment Management buying or selling JPM?

Accepted Answer

In Q2 2026, Allen Investment Management increased its JPM position by 94 shares (+0.1%).

Question 5

When did Allen Investment Management first buy JPM?

Accepted Answer

Allen Investment Management already held JPM in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	155,655	+0.1%	$51M	0.6%	$325.86	41
2026-Q1	Decreased	155,561	-1.0%	$45.8M	0.6%	$291.35	0
2025-Q4	Increased	157,147	+0.4%	$50.6M	0.6%	$317.71	41
2025-Q3	Increased	156,510	+0.1%	$49.4M	0.5%	$309.51	41
2025-Q2	Decreased	156,314	-0.1%	$45.3M	0.5%	$283.10	0
2025-Q1	Increased	156,503	+0.2%	$38.4M	0.4%	$238.07	35
2024-Q4	Decreased	156,216	-7.8%	$37.4M	0.4%	$231.45	0
2024-Q3	Unchanged	169,431	0.0%	$35.7M	0.4%	$202.36	0
2024-Q2	Decreased	169,431	-0.4%	$34.3M	0.4%	$193.03	0
2024-Q1	Decreased	170,058	-1.1%	$34.1M	0.4%	$190.06	0
2023-Q4	Decreased	171,963	-1.6%	$29.3M	0.4%	$160.41	0
2023-Q3	Increased	174,738	+15.8%	$25.3M	0.4%	$135.76	39
2023-Q2	Decreased	150,844	-0.1%	$21.9M	0.3%	$135.22	0
2023-Q1	Increased	151,004	+0.1%	$19.7M	0.3%	$120.21	34
2022-Q4	Decreased	150,844	-0.8%	$20.2M	0.3%	$122.80	0
2022-Q3	Increased	152,003	+0.2%	$15.9M	0.3%	$94.85	34
2022-Q2	Unchanged	151,653	0.0%	$17.1M	0.3%	$101.31	0
2022-Q1	Unchanged	151,653	0.0%	$20.7M	0.3%	$121.74	0
2021-Q4	Increased	151,653	+1365.1%	$24M	0.3%	$140.57	55
2021-Q3	Unchanged	10,351	0.0%	$1.7M	0.0%	$144.44	0
2021-Q2	Unchanged	10,351	0.0%	$1.6M	0.0%	$136.46	0
2021-Q1	Decreased	10,351	-3.0%	$1.6M	0.0%	$132.78	0
2020-Q4	Increased	10,670	+3.4%	$1.4M	0.0%	$110.04	26
2020-Q3	Increased	10,319	+74.8%	$993,000	0.0%	$82.60	38
2020-Q2	Increased	5,902	+37.4%	$555,000	0.0%	$79.93	32
2020-Q1	Increased	4,295	+23.2%	$387,000	0.0%	$75.71	29
2019-Q4	Unchanged	3,486	0.0%	$486,000	0.0%	$116.49	0
2019-Q3	Decreased	3,486	-12.5%	$410,000	0.0%	$97.56	0
2019-Q2	Unchanged	3,983	0.0%	$445,000	0.0%	$92.03	0
2019-Q1	First report	3,983	-	$403,000	0.0%	$82.70	0

JPM30 quarters

JPM
30 quarters