Stephens Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125M | Buy |
424,070
+9,279
| +2% | +$2.82M | 1.56% | 9 |
|
|
2025
Q4 | $134M | Buy |
414,791
+18,052
| +5% | +$5.59M | 1.67% | 10 |
|
|
2025
Q3 | $125M | Buy |
396,739
+12,961
| +3% | +$3.85M | 1.6% | 10 |
|
|
2025
Q2 | $111M | Buy |
383,778
+8,353
| +2% | +$2.13M | 1.53% | 10 |
|
|
2025
Q1 | $92.1M | Sell |
375,425
-3,135
| -0.8% | -$799K | 1.35% | 9 |
|
|
2024
Q4 | $90.7M | Buy |
378,560
+11,130
| +3% | +$2.59M | 1.27% | 13 |
|
|
2024
Q3 | $77.5M | Buy |
367,430
+81,467
| +28% | +$17.2M | 1.1% | 13 |
|
|
2024
Q2 | $57.8M | Buy |
285,963
+12,240
| +4% | +$2.39M | 0.88% | 16 |
|
|
2024
Q1 | $54.8M | Buy |
273,723
+14,629
| +6% | +$2.64M | 0.85% | 17 |
|
|
2023
Q4 | $44.1M | Sell |
259,094
-4,800
| -2% | -$727K | 0.76% | 21 |
|
|
2023
Q3 | $38.3M | Sell |
263,894
-17,168
| -6% | -$2.57M | 0.73% | 24 |
|
|
2023
Q2 | $40.9M | Buy |
281,062
+8,092
| +3% | +$1.11M | 0.74% | 23 |
|
|
2023
Q1 | $35.6M | Buy |
272,970
+1,033
| +0.4% | +$142K | 0.68% | 24 |
|
|
2022
Q4 | $36.5M | Sell |
271,937
-5,279
| -2% | -$669K | 0.75% | 25 |
|
|
2022
Q3 | $29M | Sell |
277,216
-45,395
| -14% | -$5.21M | 0.62% | 31 |
|
|
2022
Q2 | $36.3M | Sell |
322,611
-698
| -0.2% | -$86.5K | 0.73% | 25 |
|
|
2022
Q1 | $44.1M | Buy |
323,309
+29,408
| +10% | +$4.34M | 0.72% | 23 |
|
|
2021
Q4 | $46.5M | Sell |
293,901
-5,947
| -2% | -$977K | 0.7% | 21 |
|
|
2021
Q3 | $49.1M | Sell |
299,848
-20,014
| -6% | -$3.14M | 0.76% | 19 |
|
|
2021
Q2 | $49.8M | Buy |
319,862
+25,727
| +9% | +$4.04M | 0.75% | 18 |
|
|
2021
Q1 | $44.8M | Buy |
294,135
+2,692
| +0.9% | +$387K | 0.74% | 17 |
|
|
2020
Q4 | $37M | Buy |
291,443
+2,365
| +0.8% | +$264K | 0.66% | 22 |
|
|
2020
Q3 | $27.8M | Buy |
289,078
+12,611
| +5% | +$1.24M | 0.55% | 28 |
|
|
2020
Q2 | $26M | Sell |
276,467
-663
| -0.2% | -$62.9K | 0.56% | 30 |
|
|
2020
Q1 | $24.9M | Buy |
277,130
+10,005
| +4% | +$1.22M | 0.66% | 23 |
|
|
2019
Q4 | $37.2M | Sell |
267,125
-4,396
| -2% | -$564K | 0.78% | 17 |
|
|
2019
Q3 | $32M | Sell |
271,521
-15,121
| -5% | -$1.71M | 0.7% | 17 |
|
|
2019
Q2 | $32M | Buy |
286,642
+11,581
| +4% | +$1.28M | 0.73% | 17 |
|
|
2019
Q1 | $27.8M | Buy |
275,061
+26,981
| +11% | +$2.78M | 0.66% | 20 |
|
|
2018
Q4 | $24.2M | Buy |
248,080
+40,111
| +19% | +$4.27M | 0.69% | 20 |
|
|
2018
Q3 | $23.5M | Buy |
207,969
+3,515
| +2% | +$399K | 0.58% | 26 |
|
|
2018
Q2 | $21.3M | Buy |
204,454
+2,531
| +1% | +$278K | 0.64% | 25 |
|
|
2018
Q1 | $22.2M | Sell |
201,923
-18,344
| -8% | -$2.08M | 0.83% | 17 |
|
|
2017
Q4 | $23.6M | Sell |
220,267
-5,755
| -3% | -$583K | 0.88% | 20 |
|
|
2017
Q3 | $21.6M | Buy |
226,022
+29,640
| +15% | +$2.73M | 0.78% | 22 |
|
|
2017
Q2 | $17.9M | Buy |
196,382
+3,363
| +2% | +$290K | 0.62% | 27 |
|
|
2017
Q1 | $17M | Buy |
193,019
+29,584
| +18% | +$2.61M | 0.62% | 31 |
|
|
2016
Q4 | $14.1M | Sell |
163,435
-448
| -0.3% | -$34.2K | 0.57% | 32 |
|
|
2016
Q3 | $10.9M | Buy |
163,883
+602
| +0.4% | +$39.3K | 0.48% | 41 |
|
|
2016
Q2 | $10.1M | Buy |
163,281
+12,849
| +9% | +$803K | 0.45% | 43 |
|
|
2016
Q1 | $8.91M | Sell |
150,432
-1,964
| -1% | -$115K | 0.44% | 42 |
|
|
2015
Q4 | $10.1M | Buy |
152,396
+10,268
| +7% | +$669K | 0.5% | 35 |
|
|
2015
Q3 | $8.67M | Buy |
142,128
+8,393
| +6% | +$550K | 0.45% | 37 |
|
|
2015
Q2 | $9.06M | Buy |
133,735
+5,099
| +4% | +$333K | 0.41% | 44 |
|
|
2015
Q1 | $7.79M | Buy |
128,636
+1,593
| +1% | +$94.3K | 0.36% | 53 |
|
|
2014
Q4 | $7.95M | Sell |
127,043
-3,185
| -2% | -$192K | 0.38% | 44 |
|
|
2014
Q3 | $7.84M | Buy |
130,228
+19,343
| +17% | +$1.13M | 0.39% | 44 |
|
|
2014
Q2 | $6.39M | Sell |
110,885
-8,358
| -7% | -$470K | 0.32% | 52 |
|
|
2014
Q1 | $7.24M | Buy |
119,243
+1,816
| +2% | +$105K | 0.39% | 32 |
|
|
2013
Q4 | $6.87M | Buy |
117,427
+10,737
| +10% | +$588K | 0.34% | 37 |
|
|
2013
Q3 | $5.51M | Sell |
106,690
-874
| -0.8% | -$46.9K | 0.3% | 49 |
|
|
2013
Q2 | $5.68M | Buy |
+107,564
| New | +$5.47M | 0.32% | 49 |
|
Other funds holding JPM
VCM
VPM
Stephens Inc's JPM Position: Q1 2026 in Review
Stephens Inc increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, buying an estimated $2.82M and bringing the position to 424,070 shares worth $125M. The position accounts for 1.56% of the portfolio, ranked #9.
Stephens Inc first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $134M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Stephens Inc held 424,070 shares of JPMorgan Chase worth $125M as of Q1 2026.
- Stephens Inc bought 9,279 JPMorgan Chase shares in Q1 2026, an estimated $2.82M.
- JPMorgan Chase made up 1.56% of Stephens Inc's portfolio in Q1 2026, its #9 holding.
- Stephens Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Stephens Inc's JPMorgan Chase position peaked at $134M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.