Back to JPM-PM
Allen Capital Group, LLC → JPM-PM
Allen Capital Group, LLC JPM-PM Position History
JPM-PM
Quarters held
28
Latest value
$725K
Q3 2026
Peak value
$72M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.8M |
| Q4 2025 | $220K |
| Q4 2025 | $13.6M |
| Q4 2025 | $1M |
| Q4 2025 | $57.7M |
| Q4 2025 | $15.6M |
| Q4 2025 | $531K |
| Q1 2026 | $14.1M |
| Q1 2026 | $223K |
| Q1 2026 | $13.9M |
| Q1 2026 | $1.2M |
| Q1 2026 | $69.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $542K |
| Q2 2026 | $11.1M |
| Q2 2026 | $242K |
| Q2 2026 | $12.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $72M |
| Q2 2026 | $944K |
| Q2 2026 | $707K |
| Q3 2026 | $11.1M |
| Q3 2026 | $241K |
| Q3 2026 | $9.9M |
| Q3 2026 | $966K |
| Q3 2026 | $71.3M |
| Q3 2026 | $952K |
| Q3 2026 | $725K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $725K | 11.8K | — | — |
| Q3 2026 | $952K | 18.9K | — | — |
| Q3 2026 | $71.3M | 1.59M | — | — |
| Q3 2026 | $966K | 19.1K | — | — |
| Q3 2026 | $9.9M | 176.4K | — | — |
| Q3 2026 | $241K | 2.9K | — | — |
| Q3 2026 | $11.1M | 33.4K | — | — |
| Q2 2026 | $707K | 11.5K | — | — |
| Q2 2026 | $944K | 18.7K | — | — |
| Q2 2026 | $72M | 1.53M | — | — |
| Q2 2026 | $1.1M | 21.4K | — | — |
| Q2 2026 | $12.2M | 216.7K | — | — |
| Q2 2026 | $242K | 2.9K | — | — |
| Q2 2026 | $11.1M | 33.8K | — | — |
| Q1 2026 | $542K | 9.8K | — | — |
| Q1 2026 | $1.3M | 25.0K | — | — |
| Q1 2026 | $69.2M | 1.47M | — | — |
| Q1 2026 | $1.2M | 23.9K | — | — |
| Q1 2026 | $13.9M | 244.8K | — | — |
| Q1 2026 | $223K | 2.9K | — | — |
| Q1 2026 | $14.1M | 47.8K | — | — |
| Q4 2025 | $531K | 9.1K | — | — |
| Q4 2025 | $15.6M | 308.6K | — | — |
| Q4 2025 | $57.7M | 1.22M | — | — |
| Q4 2025 | $1M | 19.8K | — | — |
| Q4 2025 | $13.6M | 238.2K | — | — |
| Q4 2025 | $220K | 2.9K | — | — |
| Q4 2025 | $14.8M | 46.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B