Allen Capital Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1601384 GRAND ISLAND, NE

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$11,072,264

-$2,998,585 QoQ

Shares Held

33,826

-29.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.19%

of 13F equity value

Holder Rank

#1,370

of 5,056 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allen Capital Group, LLC holds $14,418,071 across 5 Banks - Diversified names. JPM ranks #1 (76.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	33,826	$11,072,264
2	BAC	Bank Of America Corp /De/	33,072	$1,884,442
3	C	Citigroup Inc	5,326	$745,426
4	WFC	Wells Fargo & Company/Mn	6,926	$572,364
5	SAN	Banco Santander, S.A.	10,404	$143,575

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,072,264	33,826	-29.3%	Shares	Sole	2026-07-27
2026-03-31	$14,070,849	47,834	+3.8%	Shares	Sole	2026-05-27
2025-12-31	$14,843,708	46,067	+2.5%	Shares	Sole	2026-02-09
2025-09-30	$14,180,786	44,957	+4.6%	Shares	Sole	2025-10-27
2025-06-30	$12,460,041	42,979	+6.0%	Shares	Sole	2025-08-12
2025-03-31	$9,947,405	40,552	+11.2%	Shares	Sole	2025-05-02
2024-12-31	$8,741,264	36,466	-3.3%	Shares	Sole	2025-01-23
2024-09-30	$7,950,054	37,703	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$7,583,940	37,496	-2.5%	Shares	Sole	2024-08-12
2024-03-31	$7,699,331	38,439	+1.7%	Shares	Sole	2024-04-15
2023-12-31	$6,430,970	37,807	+1.7%	Shares	Sole	2024-01-30
2023-09-30	$5,393,583	37,192	-1.1%	Shares	Sole	2023-11-01
2023-06-30	$5,469,416	37,606	-0.1%	Shares	Sole	2023-07-24
2023-03-31	$4,903,044	37,626	+14.5%	Shares	Sole	2023-04-28
2022-09-30	$3,434,288	32,864	+7.4%	Shares	Sole	2022-11-09
2022-06-30	$3,445,302	30,595	+3.6%	Shares	Sole	2022-07-27
2022-03-31	$4,024,302	29,521	+6.0%	Shares	Sole	2022-05-10
2021-12-31	$4,408,464	27,840	-0.9%	Shares	Sole	2022-01-31
2021-09-30	$4,599,034	28,096	+5.6%	Shares	Sole	2021-10-22
2021-06-30	$4,138,608	26,608	+7.9%	Shares	Sole	2021-07-20
2021-03-31	$3,753,991	24,660	+3.6%	Shares	Sole	2021-04-29
2020-12-31	$3,023,630	23,795	+4.0%	Shares	Sole	2021-01-19
2020-09-30	$2,201,791	22,871	+8.3%	Shares	Sole	2020-10-20
2020-06-30	$1,985,700	21,111	+11.4%	Shares	Sole	2020-08-05
2020-03-31	$1,705,528	18,944	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.