ALLEN OPERATIONS LLC: JPM position timeline

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

ALLEN OPERATIONS LLC held 185,655 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 185,655 shares
Change vs previous 13F +94 shares
0.64% of the 13F portfolio, value $60,770,533.
13F-HR 0001214659-26-009633 filed by Allen Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 155,655 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 185,561 shares
Change vs previous 13F -1,586 shares
0.6% of the 13F portfolio, value $54,584,697.
13F-HR 0001214659-26-005739 filed by Allen Investment Management, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 155,561 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 187,147 shares
Change vs previous 13F +637 shares
0.6% of the 13F portfolio, value $60,302,506.
13F-HR 0001214659-26-001416 filed by Allen Investment Management, LLC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 157,147 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 186,510 shares
Change vs previous 13F +196 shares
0.58% of the 13F portfolio, value $58,830,849.
13F-HR 0001214659-25-015984 filed by Allen Investment Management, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 156,510 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 186,314 shares
Change vs previous 13F -189 shares
0.53% of the 13F portfolio, value $54,014,292.
13F-HR 0001214659-25-011666 filed by Allen Investment Management, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 156,314 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 186,503 shares
Change vs previous 13F +287 shares
0.48% of the 13F portfolio, value $45,749,186.
13F-HR 0001214659-25-007063 filed by Allen Investment Management, LLC
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 156,503 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 186,216 shares
Change vs previous 13F -13,215 shares
0.47% of the 13F portfolio, value $44,637,837.
13F-HR 0001214659-25-002274 filed by Allen Investment Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 156,216 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 199,431 shares
Change vs previous 13F not available
0.45% of the 13F portfolio, value $42,052,021.
13F-HR 0001214659-24-018529 filed by Allen Investment Management, LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- ALLEN HOLDING INC /NY: 30,000 shares
- Allen Investment Management, LLC: 169,431 shares
Acceptance time not in the bulk data set (spec §4.2).