SEC 13F Intelligence

Allen Investment Management, LLC / JPM

Allen Investment Management, LLC’s Jpmorgan Chase & Co Position

Does Allen Investment Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 155.6K shares worth $46M (+0.57% of its 13F portfolio) as of Q1 2026, down from 157.1K shares the prior filed quarter.

Position Value
$46M
Q1 2026
Shares
155.6K
% of Portfolio
+0.57%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $424,000Q4 ’18Q1 ’19: $403,000Q2 ’19: $445,000Q3 ’19: $410,000Q4 ’19: $486,000Q4 ’19Q1 ’20: $387,000Q2 ’20: $555,000Q3 ’20: $993,000Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $24MQ4 ’21Q1 ’22: $21MQ2 ’22: $17MQ3 ’22: $16MQ4 ’22: $20MQ4 ’22Q1 ’23: $20MQ2 ’23: $22MQ3 ’23: $25MQ4 ’23: $29MQ4 ’23Q1 ’24: $34MQ2 ’24: $34MQ3 ’24: $36MQ4 ’24: $37MQ4 ’24Q1 ’25: $38MQ2 ’25: $45MQ3 ’25: $49MQ4 ’25: $51MQ4 ’25Q1 ’26: $46Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026155.6K$46M+0.57%
Q4 2025157.1K$51M+0.56%
Q3 2025156.5K$49M+0.55%
Q2 2025156.3K$45M+0.49%
Q1 2025156.5K$38M+0.45%
Q4 2024156.2K$37M+0.43%
Q3 2024169.4K$36M+0.42%
Q2 2024169.4K$34M+0.42%
Q1 2024170.1K$34M+0.43%
Q4 2023172.0K$29M+0.39%
Q3 2023174.7K$25M+0.37%
Q2 2023150.8K$22M+0.32%
Q1 2023151.0K$20M+0.33%
Q4 2022150.8K$20M+0.32%
Q3 2022152.0K$16M+0.27%
Q2 2022151.7K$17M+0.28%
Q1 2022151.7K$21M+0.28%
Q4 2021151.7K$24M+0.30%
Q3 202110.4K$2M+0.02%
Q2 202110.4K$2M+0.02%
Q1 202110.4K$2M+0.02%
Q4 202010.7K$1M+0.02%
Q3 202010.3K$993,000+0.02%
Q2 20205.9K$555,000+0.01%
Q1 20204.3K$387,000+0.01%
Q4 20193.5K$486,000+0.01%
Q3 20193.5K$410,000+0.01%
Q2 20194.0K$445,000+0.01%
Q1 20194.0K$403,000+0.01%
Q4 20184.3K$424,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of JPM.