Bruce G. Allen Investments, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2005409 DENVER, CO

Position in JPM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$680,191

+$32,157 QoQ

Shares Held

2,078

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#4,012

of 5,048 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. JPM ranks #1 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,078	$680,191
2	BNY	Bank of New York Mellon Corp	4,353	$629,487
3	BAC	Bank Of America Corp /De/	8,549	$487,122
4	WFC	Wells Fargo & Company/Mn	4,745	$392,126
5	ING	Ing Groep NV	10,631	$333,600
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,546	$201,514
7	C	Citigroup Inc	1,240	$173,550
8	RY	Royal Bank Of Canada	656	$135,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,191	2,078	-5.7%	Shares	Sole	2026-07-31
2026-03-31	$648,034	2,203	-3.2%	Shares	Sole	2026-05-08
2025-12-31	$733,372	2,276	-6.2%	Shares	Sole	2026-02-10
2025-09-30	$765,548	2,427	-0.5%	Shares	Sole	2025-10-30
2025-06-30	$706,800	2,438	+2.4%	Shares	Sole	2025-07-09
2025-03-31	$584,304	2,382	-16.8%	Shares	Sole	2025-04-14
2024-12-31	$686,050	2,862	-0.6%	Shares	Sole	2025-01-10
2024-09-30	$607,276	2,880	-8.5%	Shares	Sole	2024-10-08
2024-06-30	$636,714	3,148	-12.7%	Shares	Sole	2024-07-12
2024-03-31	$722,682	3,608	-9.5%	Shares	Sole	2024-04-10
2023-12-31	$677,848	3,985	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.