Allen Mooney & Barnes Investment Advisors LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2001461
Thomasville, GA
Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,880,394
+$1,138,722 QoQ
Shares Held
57,680
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#1,035
of 5,058 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $31,637,674 across 4 Banks - Diversified names. JPM ranks #1 (59.7% of the industry book) .
All Filings in JPM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,880,394 | 57,680 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $17,741,672 | 60,313 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,196,578 | 59,576 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $18,685,757 | 59,239 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $23,033,929 | 79,452 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $19,310,261 | 78,721 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $19,402,127 | 80,940 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $17,581,506 | 83,380 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $17,341,165 | 85,737 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,928,554 | 84,516 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $14,514,803 | 85,331 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $12,257,090 | 84,520 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $11,806,819 | 81,180 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $10,563,840 | 81,067 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $10,767,693 | 80,296 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $8,197,398 | 78,444 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $8,698,109 | 77,241 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $10,024,972 | 73,540 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||