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Helen Stephens Group’s JPMorgan Chase JPM Stock Holding History

Helen Stephens Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Sell
4,936
-47
-0.9% -$14.6K 0.27% 40
2026
Q1 		$1.47M Buy
4,983
+180
+4% +$54.6K 0.29% 38
2025
Q4 		$1.55M Buy
4,803
+18
+0.4% +$5.57K 0.33% 35
2025
Q3 		$1.51M Sell
4,785
-16
-0.3% -$4.76K 0.34% 35
2025
Q2 		$1.39M Buy
4,801
+205
+4% +$52.3K 0.35% 36
2025
Q1 		$1.13M Buy
4,596
+68
+2% +$17.3K 0.32% 38
2024
Q4 		$1.09M Buy
4,528
+17
+0.4% +$3.96K 0.32% 39
2024
Q3 		$951K Sell
4,511
-129
-3% -$27.2K 0.29% 46
2024
Q2 		$938K Sell
4,640
-712
-13% -$139K 0.32% 41
2024
Q1 		$1.07M Sell
5,352
-93
-2% -$16.8K 0.41% 32
2023
Q4 		$926K Buy
5,445
+3,608
+196% +$547K 0.42% 36
2023
Q3 		$266K Buy
1,837
+21
+1% +$3.15K 0.14% 55
2023
Q2 		$264K Buy
1,816
+20
+1% +$2.75K 0.13% 55
2023
Q1 		$234K Buy
1,796
+124
+7% +$17K 0.12% 64
2022
Q4 		$224K Buy
+1,672
New +$212K 0.13% 65
2022
Q2 		– Sell
-1,758
Closed -$240K – 62
2022
Q1 		$240K Hold
1,758
– – 0.17% 50
2021
Q4 		$278K Buy
+1,758
New +$289K 0.22% 42

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Helen Stephens Group's JPM Position: Q2 2026 in Review

Helen Stephens Group reduced its JPMorgan Chase (JPM) stake by 0.94% in Q2 2026, selling an estimated $14.6K and leaving 4,936 shares worth $1.62M. The position accounts for 0.27% of the portfolio, ranked #40.

Helen Stephens Group first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Helen Stephens Group held 4,936 shares of JPMorgan Chase worth $1.62M as of Q2 2026.
  • Helen Stephens Group sold 47 JPMorgan Chase shares in Q2 2026, an estimated $14.6K.
  • JPMorgan Chase made up 0.27% of Helen Stephens Group's portfolio in Q2 2026, its #40 holding.
  • Helen Stephens Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.