Helen Stephens Group
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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
Q3 		$1.8M Buy
5,429
+493
+10% +$172K 0.29% 40
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Helen Stephens Group's JPM Position: Q3 2026 in Review

Helen Stephens Group increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $172K and bringing the position to 5,429 shares worth $1.8M. The position accounts for 0.29% of the portfolio, ranked #40.

Helen Stephens Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Helen Stephens Group held 5,429 shares of JPMorgan Chase worth $1.8M as of Q3 2026.
  • Helen Stephens Group bought 493 JPMorgan Chase shares in Q3 2026, an estimated $172K.
  • JPMorgan Chase made up 0.29% of Helen Stephens Group's portfolio in Q3 2026, its #40 holding.
  • Helen Stephens Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.