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

Allen Investment Management, LLC holds 155,561 shares of JPM (JPMORGAN CHASE & CO), worth $45.8M as of 2026-Q1. The position was decreased (-1.0% shares). JPM represents 0.6% of Allen Investment Management, LLC's portfolio.

Current Value

$45.8M

Current Shares

155,561

Total Value Change

+$11.5M

Total Shares Change

-13,870

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
155,561
-1.0%
$45.8M0.6%$300.26
0
2025-Q4
Increased
157,147
+0.4%
$50.6M0.6%$321.97
41
2025-Q3
Increased
156,510
+0.1%
$49.4M0.5%$312.75
41
2025-Q2
Decreased
156,314
-0.1%
$45.3M0.5%$283.07
0
2025-Q1
Increased
156,503
+0.2%
$38.4M0.4%$237.97
35
2024-Q4
Decreased
156,216
-7.8%
$37.4M0.4%$233.31
0
2024-Q3
Unchanged
169,431
0.0%
$35.7M0.4%$203.96
0
2024-Q2
Decreased
169,431
-0.4%
$34.3M0.4%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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