A detailed history of Helen Stephens Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Helen Stephens Group, LLC holds 4,511 shares of JPM stock, worth $991,427. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,511
Previous 4,640 2.78%
Holding current value
$991,427
Previous $938,000 1.28%
% of portfolio
0.29%
Previous 0.33%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$194.9 - $224.8 $25,142 - $28,999
-129 Reduced 2.78%
4,511 $950,000
Q2 2024

Jul 10, 2024

SELL
$180.08 - $204.79 $128,216 - $145,810
-712 Reduced 13.3%
4,640 $938,000
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $15,539 - $18,627
-93 Reduced 1.71%
5,352 $1.07 Million
Q4 2023

Jan 16, 2024

BUY
$135.69 - $170.3 $489,569 - $614,442
3,608 Added 196.41%
5,445 $926,000
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $3,007 - $3,318
21 Added 1.16%
1,837 $266,000
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $2,549 - $2,908
20 Added 1.11%
1,816 $264,000
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $15,488 - $17,831
124 Added 7.42%
1,796 $234,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $170,477 - $230,468
1,672 New
1,672 $224,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $197,968 - $238,929
-1,758 Closed
0 $0
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $270,626 - $301,989
1,758 New
1,758 $278,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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