William Allan, LLC

SEC CIK: 0001910961
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by William Allan, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of JPM by William Allan, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−5,519−100.0%	Sold out	Holders
Q1 2022	5,519	$752.0K	0.6%	−29−0.5%	Reduced	Holders
Q4 2021	5,548	$879.0K	0.6%	–	No prior filing	Holders