SC
JPM icon

Stephens Consulting’s JPMorgan Chase JPM Stock Holding History

Stephens Consulting’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
2025
Q4 		$2.59M Buy
8,045
+162
+2% +$50.2K 0.84% 18
2025
Q3 		$2.49M Sell
7,883
-818
-9% -$243K 0.85% 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 0.57% 28
2022
Q1 		$858K Buy
6,291
+53
+0.8% +$7.82K 0.7% 27
2021
Q4 		$988K Buy
+6,238
New +$1.02M 0.82% 28

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stephens Consulting's JPM Position: Q4 2025 in Review

Stephens Consulting increased its JPMorgan Chase (JPM) stake by 2.1% in Q4 2025, buying an estimated $50.2K and bringing the position to 8,045 shares worth $2.59M. The position accounts for 0.84% of the portfolio, ranked #18.

Stephens Consulting first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,142 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Stephens Consulting held 8,045 shares of JPMorgan Chase worth $2.59M as of Q4 2025.
  • Stephens Consulting bought 162 JPMorgan Chase shares in Q4 2025, an estimated $50.2K.
  • JPMorgan Chase made up 0.84% of Stephens Consulting's portfolio in Q4 2025, its #18 holding.
  • Stephens Consulting first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,142 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.