ALLEN WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2012003 Boone, NC

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$905,722

+$62,366 QoQ

Shares Held

2,767

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#3,754

of 5,056 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALLEN WEALTH MANAGEMENT, LLC holds $6,594,963 across 4 Banks - Diversified names. JPM ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	21,837	$3,056,306
2	BNY	Bank of New York Mellon Corp	15,012	$2,170,885
3	JPM	Jpmorgan Chase & Co This page	2,767	$905,722
4	BAC	Bank Of America Corp /De/	8,109	$462,050

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$905,722	2,767	-3.5%	Shares	Sole	2026-07-24
2026-03-31	$843,356	2,867	-3.8%	Shares	Sole	2026-05-08
2025-12-31	$960,215	2,980	+3.6%	Shares	Sole	2026-01-23
2025-09-30	$907,176	2,876	-4.6%	Shares	Sole	2025-10-22
2025-06-30	$874,368	3,016	-3.2%	Shares	Sole	2025-07-24
2025-03-31	$764,354	3,116	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$748,134	3,121	-0.3%	Shares	Sole	2025-02-12
2024-09-30	$660,202	3,131	-0.2%	Shares	Sole	2024-10-29
2024-06-30	$634,287	3,136	+7.0%	Shares	Sole	2024-07-19
2024-03-31	$587,079	2,931	+1.3%	Shares	Sole	2024-05-01
2023-12-31	$491,929	2,892	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.