How many shares of JPM does Allen Investment Management, LLC own?

As of 2026-Q2, Allen Investment Management, LLC holds 155,655 shares of JPM (JPMORGAN CHASE & CO).

What is Allen Investment Management, LLC's JPM position worth?

As of 2026-Q2, Allen Investment Management, LLC's JPM position is worth $51M.

Is Allen Investment Management, LLC buying or selling JPM?

In 2026-Q2, Allen Investment Management, LLC increased their JPM position (+0.1% change in shares).

When did Allen Investment Management, LLC first buy JPM?

Based on available 13F filings, Allen Investment Management, LLC first reported a position in JPM in 2019-Q1. They have held the position across 30 quarters.

Back to AI Allen Investment Management, LLC

JPM
30 quarters

Position history for AIAllen Investment Management, LLC's holdings in JPMORGAN CHASE & CO

Current Value

$51M

Current Shares

155,655

Total Value Change

+$50.5M

Total Shares Change

+151,672

Quarter-by-Quarter History

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%	$300.26	0
2025-Q4	Increased	157,147	+0.4%	$50.6M	0.6%	$321.97	41
2025-Q3	Increased	156,510	+0.1%	$49.4M	0.5%	$312.75	41
2025-Q2	Decreased	156,314	-0.1%	$45.3M	0.5%	$283.07	0
2025-Q1	Increased	156,503	+0.2%	$38.4M	0.4%	$237.97	35
2024-Q4	Decreased	156,216	-7.8%	$37.4M	0.4%	$233.31	0
2024-Q3	Unchanged	169,431	0.0%	$35.7M	0.4%	$203.96	0
2024-Q2	Decreased	169,431	-0.4%	$34.3M	0.4%	$194.90	0
2024-Q1	Decreased	170,058	-1.1%	$34.1M	0.4%	$191.89	0
2023-Q4	Decreased	171,963	-1.6%	$29.3M	0.4%	$161.96	0
2023-Q3	Increased	174,738	+15.8%	$25.3M	0.4%	$137.07	39
2023-Q2	Decreased	150,844	-0.1%	$21.9M	0.3%	$134.64	0
2023-Q1	Increased	151,004	+0.1%	$19.7M	0.3%	$119.92	34
2022-Q4	Decreased	150,844	-0.8%	$20.2M	0.3%	$123.99	0
2022-Q3	Increased	152,003	+0.2%	$15.9M	0.3%	$97.28	34
2022-Q2	Unchanged	151,653	0.0%	$17.1M	0.3%	$104.73	0
2022-Q1	Unchanged	151,653	0.0%	$20.7M	0.3%	$126.72	0
2021-Q4	Increased	151,653	+1365.1%	$24M	0.3%	$142.04	55
2021-Q3	Unchanged	10,351	0.0%	$1.7M	0.0%	$147.85	0
2021-Q2	Unchanged	10,351	0.0%	$1.6M	0.0%	$136.54	0
2021-Q1	Decreased	10,351	-3.0%	$1.6M	0.0%	$136.04	0
2020-Q4	Increased	10,670	+3.4%	$1.4M	0.0%	$109.61	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%	$79.79	32
2020-Q1	Increased	4,295	+23.2%	$387,000	0.0%	$79.39	29
2019-Q4	Unchanged	3,486	0.0%	$486,000	0.0%	$116.96	0
2019-Q3	Decreased	3,486	-12.5%	$410,000	0.0%	$98.53	0
2019-Q2	Unchanged	3,983	0.0%	$445,000	0.0%	$92.92	0
2019-Q1	New	3,983	-	$403,000	0.0%	$83.49	33

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

JPM30 quarters

JPM
30 quarters