A detailed history of Allen Capital Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Allen Capital Group, LLC holds 38,439 shares of JPM stock, worth $7.77 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
38,439
Previous 37,807 1.67%
Holding current value
$7.77 Million
Previous $6.43 Million 19.74%
% of portfolio
1.02%
Previous 0.9%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $105,600 - $126,589
632 Added 1.67%
38,439 $7.7 Million
Q4 2023

Jan 30, 2024

BUY
$135.69 - $170.3 $83,449 - $104,734
615 Added 1.65%
37,807 $6.43 Million
Q3 2023

Nov 01, 2023

SELL
$143.21 - $158.0 $59,288 - $65,412
-414 Reduced 1.1%
37,192 $5.39 Million
Q2 2023

Jul 24, 2023

SELL
$127.47 - $145.44 $2,549 - $2,908
-20 Reduced 0.05%
37,606 $5.47 Million
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $4.7 Million - $5.41 Million
37,626 New
37,626 $4.9 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $47,036 - $273,596
2,269 Added 7.42%
32,864 $3.43 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $120,943 - $145,967
1,074 Added 3.64%
30,595 $3.45 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $215,672 - $283,147
1,681 Added 6.04%
29,521 $4.02 Million
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $4.29 Million - $4.78 Million
27,840 New
27,840 $4.41 Million
Q4 2021

Jan 25, 2022

SELL
$153.94 - $171.78 $4.33 Million - $4.83 Million
-28,096 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$146.97 - $166.98 $218,691 - $248,466
1,488 Added 5.59%
28,096 $4.6 Million
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $287,076 - $324,225
1,948 Added 7.9%
26,608 $4.14 Million
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $108,687 - $136,367
865 Added 3.64%
24,660 $3.75 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $89,202 - $117,412
924 Added 4.04%
23,795 $3.02 Million
Q3 2020

Oct 20, 2020

BUY
$91.28 - $103.82 $160,652 - $182,723
1,760 Added 8.34%
22,871 $2.2 Million
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $182,093 - $245,846
2,167 Added 11.44%
21,111 $1.99 Million
Q1 2020

Apr 15, 2020

BUY
$79.03 - $141.09 $133,323 - $238,018
1,687 Added 9.78%
18,944 $1.71 Million
Q4 2019

Jan 22, 2020

BUY
$111.82 - $139.4 $104,216 - $129,920
932 Added 5.71%
17,257 $2.41 Million
Q3 2019

Oct 22, 2019

BUY
$104.8 - $120.23 $192,832 - $221,223
1,840 Added 12.7%
16,325 $1.84 Million
Q2 2019

Jul 22, 2019

BUY
$104.64 - $116.12 $33,066 - $36,693
316 Added 2.23%
14,485 $1.62 Million
Q1 2019

Apr 30, 2019

BUY
$97.11 - $107.19 $15,149 - $16,721
156 Added 1.11%
14,169 $1.43 Million
Q4 2018

Jan 29, 2019

BUY
$92.14 - $115.32 $536,254 - $671,162
5,820 Added 71.04%
14,013 $1.47 Million
Q3 2018

Oct 22, 2018

BUY
$103.61 - $118.63 $85,167 - $97,513
822 Added 11.15%
8,193 $925,000
Q2 2018

Jul 27, 2018

BUY
$103.24 - $114.29 $238,277 - $263,781
2,308 Added 45.59%
7,371 $768,000
Q1 2018

May 01, 2018

BUY
$107.01 - $118.77 $263,886 - $292,886
2,466 Added 94.96%
5,063 $557,000
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $248,948 - $280,034
2,597
2,597 $278,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $593B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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