Helen Stephens Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
4,801
+205
| +4% | +$59.4K | 0.35% | 36 |
|
|
2025
Q1 | $1.13M | Buy |
4,596
+68
| +2% | +$16.7K | 0.32% | 38 |
|
|
2024
Q4 | $1.09M | Buy |
4,528
+17
| +0.4% | +$4.08K | 0.32% | 39 |
|
|
2024
Q3 | $951K | Sell |
4,511
-129
| -3% | -$27.2K | 0.29% | 46 |
|
|
2024
Q2 | $938K | Sell |
4,640
-712
| -13% | -$144K | 0.32% | 41 |
|
|
2024
Q1 | $1.07M | Sell |
5,352
-93
| -2% | -$18.6K | 0.41% | 32 |
|
|
2023
Q4 | $926K | Buy |
5,445
+3,608
| +196% | +$614K | 0.42% | 36 |
|
|
2023
Q3 | $266K | Buy |
1,837
+21
| +1% | +$3.05K | 0.14% | 55 |
|
|
2023
Q2 | $264K | Buy |
1,816
+20
| +1% | +$2.91K | 0.13% | 55 |
|
|
2023
Q1 | $234K | Buy |
1,796
+124
| +7% | +$16.2K | 0.12% | 64 |
|
|
2022
Q4 | $224K | Buy |
+1,672
| New | +$224K | 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 | +$278K | 0.22% | 42 |
|