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Disclosery

Allen Capital Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allen Capital Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Allen Capital Group, LLC held 33,826 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,826 shares
    Change vs previous 13F -14,008 shares

    0.91% of the 13F portfolio, value $11,072,240.

    13F-HR 0001601384-26-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,834 shares
    Change vs previous 13F +1,767 shares

    1.27% of the 13F portfolio, value $14,070,744.

    13F-HR 0001601384-26-000004 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,067 shares
    Change vs previous 13F +1,110 shares

    1.37% of the 13F portfolio, value $14,843,824.

    13F-HR 0001601384-26-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,957 shares
    Change vs previous 13F +1,978 shares

    1.35% of the 13F portfolio, value $14,180,811.

    13F-HR 0001601384-25-000009 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,979 shares
    Change vs previous 13F +2,427 shares

    1.3% of the 13F portfolio, value $12,459,986.

    13F-HR 0001601384-25-000007 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,552 shares
    Change vs previous 13F +4,086 shares

    1.14% of the 13F portfolio, value $9,947,522.

    13F-HR 0001601384-25-000002 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,466 shares
    Change vs previous 13F -1,237 shares

    1.07% of the 13F portfolio, value $8,741,321.

    13F-HR 0001601384-25-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,703 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $7,950,044.

    13F-HR 0001601384-24-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).