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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
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|
2025
Q1 | $92.1M | Sell |
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|
2024
Q4 | $90.7M | Buy |
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|
2024
Q3 | $77.5M | Buy |
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|
2024
Q2 | $57.8M | Buy |
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|
2024
Q1 | $54.8M | Buy |
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|
2023
Q4 | $44.1M | Sell |
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|
2023
Q3 | $38.3M | Sell |
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|
2023
Q2 | $40.9M | Buy |
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|
2023
Q1 | $35.6M | Buy |
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|
2022
Q4 | $36.5M | Sell |
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|
2022
Q3 | $29M | Sell |
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|
2022
Q2 | $36.3M | Sell |
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|
2022
Q1 | $44.1M | Buy |
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|
2021
Q4 | $46.5M | Sell |
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|
2021
Q3 | $49.1M | Sell |
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|
2021
Q2 | $49.8M | Buy |
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|
2021
Q1 | $44.8M | Buy |
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|
2020
Q4 | $37M | Buy |
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|
2020
Q3 | $27.8M | Buy |
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|
2020
Q2 | $26M | Sell |
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|
2020
Q1 | $24.9M | Buy |
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|
2019
Q4 | $37.2M | Sell |
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|
2019
Q3 | $32M | Sell |
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|
2019
Q2 | $32M | Buy |
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|
2019
Q1 | $27.8M | Buy |
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|
2018
Q4 | $24.2M | Buy |
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|
2018
Q3 | $23.5M | Buy |
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|
2018
Q2 | $21.3M | Buy |
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|
2018
Q1 | $22.2M | Sell |
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|
2017
Q4 | $23.6M | Sell |
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|
2017
Q3 | $21.6M | Buy |
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|
2017
Q2 | $17.9M | Buy |
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|
2017
Q1 | $17M | Buy |
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|
2016
Q4 | $14.1M | Sell |
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|
2016
Q3 | $10.9M | Buy |
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|
2016
Q2 | $10.1M | Buy |
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|
2016
Q1 | $8.91M | Sell |
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|
2015
Q4 | $10.1M | Buy |
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|
2015
Q3 | $8.67M | Buy |
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|
2015
Q2 | $9.06M | Buy |
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|
2015
Q1 | $7.79M | Buy |
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|
2014
Q4 | $7.95M | Sell |
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|
2014
Q3 | $7.84M | Buy |
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|
2014
Q2 | $6.39M | Sell |
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|
2014
Q1 | $7.24M | Buy |
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|
2013
Q4 | $6.87M | Buy |
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|
2013
Q3 | $5.51M | Sell |
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|
2013
Q2 | $5.68M | Buy |
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