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 37,496 shares of JPM stock, worth $8.24 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
37,496
Previous 38,439 2.45%
Holding current value
$8.24 Million
Previous $7.7 Million 1.51%
% of portfolio
1.0%
Previous 1.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $169,815 - $193,116
-943 Reduced 2.45%
37,496 $7.58 Million
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 $645B
  • 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
Track This Portfolio

Track Allen Capital Group, LLC Portfolio

Follow Allen Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Capital Group, LLC with notifications on news.