Position history for Allen Investment Management, LLC's holdings in JPMORGAN CHASE & CO
Allen Investment Management, LLC holds 157,147 shares of JPM (JPMORGAN CHASE & CO), worth $50.6M as of 2025-Q4. The position was increased (++0.4% shares). JPM represents 0.6% of Allen Investment Management, LLC's portfolio.
Current Value
$50.6M
Current Shares
157,147
Total Value Change
+$16.4M
Total Shares Change
-12,284
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |