SI
Stephens Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
383,778
+8,353
| +2% | +$2.42M | 1.53% | 10 |
|
|
2025
Q1 | $92.1M | Sell |
375,425
-3,135
| -0.8% | -$769K | 1.35% | 9 |
|
|
2024
Q4 | $90.7M | Buy |
378,560
+11,130
| +3% | +$2.67M | 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% | +$2.48M | 0.88% | 16 |
|
|
2024
Q1 | $54.8M | Buy |
273,723
+14,629
| +6% | +$2.93M | 0.85% | 17 |
|
|
2023
Q4 | $44.1M | Sell |
259,094
-4,800
| -2% | -$816K | 0.76% | 21 |
|
|
2023
Q3 | $38.3M | Sell |
263,894
-17,168
| -6% | -$2.49M | 0.73% | 24 |
|
|
2023
Q2 | $40.9M | Buy |
281,062
+8,092
| +3% | +$1.18M | 0.74% | 23 |
|
|
2023
Q1 | $35.6M | Buy |
272,970
+1,033
| +0.4% | +$135K | 0.68% | 24 |
|
|
2022
Q4 | $36.5M | Sell |
271,937
-5,279
| -2% | -$708K | 0.75% | 25 |
|
|
2022
Q3 | $29M | Sell |
277,216
-45,395
| -14% | -$4.74M | 0.62% | 31 |
|
|
2022
Q2 | $36.3M | Sell |
322,611
-698
| -0.2% | -$78.6K | 0.73% | 25 |
|
|
2022
Q1 | $44.1M | Buy |
323,309
+29,408
| +10% | +$4.01M | 0.72% | 23 |
|
|
2021
Q4 | $46.5M | Sell |
293,901
-5,947
| -2% | -$942K | 0.7% | 21 |
|
|
2021
Q3 | $49.1M | Sell |
299,848
-20,014
| -6% | -$3.28M | 0.76% | 19 |
|
|
2021
Q2 | $49.8M | Buy |
319,862
+25,727
| +9% | +$4M | 0.75% | 18 |
|
|
2021
Q1 | $44.8M | Buy |
294,135
+2,692
| +0.9% | +$410K | 0.74% | 17 |
|
|
2020
Q4 | $37M | Buy |
291,443
+2,365
| +0.8% | +$301K | 0.66% | 22 |
|
|
2020
Q3 | $27.8M | Buy |
289,078
+12,611
| +5% | +$1.21M | 0.55% | 28 |
|
|
2020
Q2 | $26M | Sell |
276,467
-663
| -0.2% | -$62.4K | 0.56% | 30 |
|
|
2020
Q1 | $25M | Buy |
277,130
+10,005
| +4% | +$901K | 0.66% | 23 |
|
|
2019
Q4 | $37.2M | Sell |
267,125
-4,396
| -2% | -$613K | 0.78% | 17 |
|
|
2019
Q3 | $32M | Sell |
271,521
-15,121
| -5% | -$1.78M | 0.7% | 17 |
|
|
2019
Q2 | $32M | Buy |
286,642
+11,581
| +4% | +$1.29M | 0.73% | 17 |
|
|
2019
Q1 | $27.8M | Buy |
275,061
+26,981
| +11% | +$2.73M | 0.66% | 20 |
|
|
2018
Q4 | $24.2M | Buy |
248,080
+40,111
| +19% | +$3.92M | 0.69% | 20 |
|
|
2018
Q3 | $23.5M | Buy |
207,969
+3,515
| +2% | +$397K | 0.58% | 26 |
|
|
2018
Q2 | $21.3M | Buy |
204,454
+2,531
| +1% | +$264K | 0.64% | 25 |
|
|
2018
Q1 | $22.2M | Sell |
201,923
-18,344
| -8% | -$2.02M | 0.83% | 17 |
|
|
2017
Q4 | $23.6M | Sell |
220,267
-5,755
| -3% | -$615K | 0.88% | 20 |
|
|
2017
Q3 | $21.6M | Buy |
226,022
+29,640
| +15% | +$2.83M | 0.78% | 22 |
|
|
2017
Q2 | $17.9M | Buy |
196,382
+3,363
| +2% | +$307K | 0.62% | 27 |
|
|
2017
Q1 | $17M | Buy |
193,019
+29,584
| +18% | +$2.6M | 0.62% | 31 |
|
|
2016
Q4 | $14.1M | Sell |
163,435
-448
| -0.3% | -$38.7K | 0.57% | 32 |
|
|
2016
Q3 | $10.9M | Buy |
163,883
+602
| +0.4% | +$40.1K | 0.48% | 41 |
|
|
2016
Q2 | $10.1M | Buy |
163,281
+12,849
| +9% | +$798K | 0.45% | 43 |
|
|
2016
Q1 | $8.91M | Sell |
150,432
-1,964
| -1% | -$116K | 0.44% | 42 |
|
|
2015
Q4 | $10.1M | Buy |
152,396
+10,268
| +7% | +$678K | 0.5% | 35 |
|
|
2015
Q3 | $8.67M | Buy |
142,128
+8,393
| +6% | +$512K | 0.45% | 37 |
|
|
2015
Q2 | $9.06M | Buy |
133,735
+5,099
| +4% | +$346K | 0.41% | 44 |
|
|
2015
Q1 | $7.79M | Buy |
128,636
+1,593
| +1% | +$96.5K | 0.36% | 53 |
|
|
2014
Q4 | $7.95M | Sell |
127,043
-3,185
| -2% | -$199K | 0.38% | 44 |
|
|
2014
Q3 | $7.85M | Buy |
130,228
+19,343
| +17% | +$1.17M | 0.39% | 44 |
|
|
2014
Q2 | $6.39M | Sell |
110,885
-8,358
| -7% | -$482K | 0.32% | 52 |
|
|
2014
Q1 | $7.24M | Buy |
119,243
+1,816
| +2% | +$110K | 0.39% | 32 |
|
|
2013
Q4 | $6.87M | Buy |
117,427
+10,737
| +10% | +$628K | 0.34% | 37 |
|
|
2013
Q3 | $5.52M | Sell |
106,690
-874
| -0.8% | -$45.2K | 0.3% | 49 |
|
|
2013
Q2 | $5.68M | Buy |
+107,564
| New | +$5.68M | 0.32% | 49 |
|