JP Morgan Chase’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.8M | Buy |
1,479,884
+314,384
| +27% | +$18.2M | ﹤0.01% | 1190 |
|
|
2025
Q4 | $74.8M | Sell |
1,165,500
-210,236
| -15% | -$13.3M | 0.01% | 1106 |
|
|
2025
Q3 | $89.8M | Sell |
1,375,736
-112,570
| -8% | -$6.87M | 0.01% | 1050 |
|
|
2025
Q2 | $82.6M | Sell |
1,488,306
-156,784
| -10% | -$8.39M | 0.01% | 1036 |
|
|
2025
Q1 | $85.9M | Sell |
1,645,090
-66,782
| -4% | -$3.93M | 0.01% | 1006 |
|
|
2024
Q4 | $99.1M | Buy |
1,711,872
+77,490
| +5% | +$4.8M | 0.01% | 944 |
|
|
2024
Q3 | $92.9M | Sell |
1,634,382
-683,089
| -29% | -$34.8M | 0.01% | 987 |
|
|
2024
Q2 | $106M | Sell |
2,317,471
-569,630
| -20% | -$22.4M | 0.01% | 882 |
|
|
2024
Q1 | $103M | Sell |
2,887,101
-578,046
| -17% | -$19.6M | 0.01% | 928 |
|
|
2023
Q4 | $110M | Sell |
3,465,147
-7,876
| -0.2% | -$222K | 0.01% | 843 |
|
|
2023
Q3 | $110M | Sell |
3,473,023
-930,757
| -21% | -$27M | 0.01% | 770 |
|
|
2023
Q2 | $109M | Buy |
4,403,780
+106,388
| +2% | +$2.44M | 0.01% | 783 |
|
|
2023
Q1 | $104M | Buy |
4,297,392
+215,867
| +5% | +$5.9M | 0.01% | 776 |
|
|
2022
Q4 | $103M | Buy |
4,081,525
+55,342
| +1% | +$1.55M | 0.01% | 764 |
|
|
2022
Q3 | $98.7M | Sell |
4,026,183
-45,371
| -1% | -$1.24M | 0.02% | 734 |
|
|
2022
Q2 | $106M | Buy |
4,071,554
+211,752
| +5% | +$5.76M | 0.02% | 726 |
|
|
2022
Q1 | $128M | Buy |
3,859,802
+653,619
| +20% | +$22.5M | 0.02% | 737 |
|
|
2021
Q4 | $133M | Buy |
3,206,183
+460,794
| +17% | +$20.3M | 0.02% | 754 |
|
|
2021
Q3 | $117M | Sell |
2,745,389
-385,835
| -12% | -$17.1M | 0.02% | 789 |
|
|
2021
Q2 | $108M | Buy |
3,131,224
+443,358
| +16% | +$14.7M | 0.01% | 865 |
|
|
2021
Q1 | $94.8M | Buy |
2,687,866
+786,782
| +41% | +$27.7M | 0.01% | 866 |
|
|
2020
Q4 | $75.7M | Buy |
1,901,084
+811,535
| +74% | +$23.5M | 0.01% | 889 |
|
|
2020
Q3 | $27.9M | Buy |
+1,089,549
| New | +$27.8M | 0.01% | 1281 |
|
Other funds holding STEP
PWA
VPM
VCM
