SEC 13F Intelligence

Allied Investment Advisors, LLC / JPM

Allied Investment Advisors, LLC’s Jpmorgan Chase & Co Position

Does Allied Investment Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 69.5K shares worth $20M (+2.93% of its 13F portfolio) as of Q1 2026, up from 69.4K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
69.5K
% of Portfolio
+2.93%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $15MQ2 ’24: $15MQ3 ’24: $15MQ4 ’24: $17MQ4 ’24Q1 ’25: $17MQ2 ’25: $20MQ3 ’25: $22MQ4 ’25: $22MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.5K$20M+2.93%
Q4 202569.4K$22M+3.46%
Q3 202570.2K$22M+3.52%
Q2 202569.4K$20M+3.52%
Q1 202570.2K$17M+3.26%
Q4 202469.5K$17M+3.36%
Q3 202472.4K$15M+3.02%
Q2 202472.7K$15M+3.45%
Q1 202473.8K$15M+3.57%
Q4 202373.6K$13M+3.41%
Q3 202373.5K$11M+3.19%
Q2 202372.9K$11M+3.07%
Q1 202370.9K$9M+2.86%
Q4 202269.4K$9M+2.91%
Q3 202267.3K$7M+2.62%
Q2 202263.9K$7M+2.58%
Q1 202260.1K$8M+2.67%
Q4 202156.2K$9M+3.04%
Q3 202155.2K$9M+3.42%
Q2 202154.9K$9M+3.22%
Q1 202154.2K$8M+3.53%
Q4 202053.8K$7M+3.28%
Q3 202052.9K$5M+2.74%
Q2 202052.0K$5M+2.82%
Q1 202049.6K$4M+3.22%
Q4 201947.4K$7M+3.90%
Q3 201947.7K$6M+3.62%
Q2 201946.8K$5M+3.51%
Q1 201946.6K$5M+3.27%
Q4 201846.7K$5M+3.77%

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