SC
Stephens Consulting’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
8,701
+906
| +12% | +$263K | 0.6% | 27 |
|
|
2025
Q1 | $1.91M | Buy |
7,795
+31
| +0.4% | +$7.61K | 0.48% | 28 |
|
|
2024
Q4 | $1.86M | Sell |
7,764
-5
| -0.1% | -$1.2K | 0.47% | 29 |
|
|
2024
Q3 | $1.64M | Sell |
7,769
-27
| -0.3% | -$5.69K | 0.42% | 32 |
|
|
2024
Q2 | $1.58M | Sell |
7,796
-84
| -1% | -$17K | 0.45% | 29 |
|
|
2024
Q1 | $1.58M | Sell |
7,880
-89
| -1% | -$17.8K | 0.48% | 26 |
|
|
2023
Q4 | $1.36M | Sell |
7,969
-34
| -0.4% | -$5.78K | 0.46% | 30 |
|
|
2023
Q3 | $1.16M | Sell |
8,003
-15
| -0.2% | -$2.18K | 0.47% | 28 |
|
|
2023
Q2 | $1.17M | Sell |
8,018
-94
| -1% | -$13.7K | 0.46% | 29 |
|
|
2023
Q1 | $1.06M | Buy |
8,112
+7
| +0.1% | +$912 | 0.64% | 29 |
|
|
2022
Q4 | $1.09M | Buy |
8,105
+7
| +0.1% | +$939 | 0.72% | 28 |
|
|
2022
Q3 | $846K | Buy |
8,098
+1,846
| +30% | +$193K | 0.76% | 23 |
|
|
2022
Q2 | $704K | Sell |
6,252
-39
| -0.6% | -$4.39K | 0.57% | 28 |
|
|
2022
Q1 | $858K | Buy |
6,291
+53
| +0.8% | +$7.23K | 0.7% | 27 |
|
|
2021
Q4 | $988K | Buy |
+6,238
| New | +$988K | 0.82% | 28 |
|