Stephens Consulting’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 Q4	$2.59M	Buy	8,045 +162	+2%	+$50.2K	0.84%	18
2025 Q3	$2.49M	Sell	7,883 -818	-9%	-$243K	0.86%	18
2025 Q2	$2.52M	Buy	8,701 +906	+12%	+$231K	0.6%	27
2025 Q1	$1.91M	Buy	7,795 +31	+0.4%	+$7.9K	0.48%	28
2024 Q4	$1.86M	Sell	7,764 -5	-0.1%	-$1.17K	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%	-$16.4K	0.45%	29
2024 Q1	$1.58M	Sell	7,880 -89	-1%	-$16.1K	0.48%	26
2023 Q4	$1.36M	Sell	7,969 -34	-0.4%	-$5.15K	0.46%	30
2023 Q3	$1.16M	Sell	8,003 -15	-0.2%	-$2.25K	0.47%	28
2023 Q2	$1.17M	Sell	8,018 -94	-1%	-$12.9K	0.46%	29
2023 Q1	$1.06M	Buy	8,112 +7	+0.1%	+$959	0.64%	29
2022 Q4	$1.09M	Buy	8,105 +7	+0.1%	+$887	0.72%	28
2022 Q3	$846K	Buy	8,098 +1,846	+30%	+$212K	0.76%	23
2022 Q2	$704K	Sell	6,252 -39	-0.6%	-$4.83K	0.58%	28
2022 Q1	$858K	Buy	6,291 +53	+0.8%	+$7.82K	0.71%	27
2021 Q4	$988K	Buy	+6,238	New	+$1.02M	0.84%	28