Helen Stephens Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $951K | Sell |
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|
2024
Q2 | $938K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $278K | Buy |
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