Stephens Inc Jpmorgan Chase & CO Transaction History

Stephens Inc

$6.49 Billion
Q1 2025

A detailed history of Stephens Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stephens Inc holds 375,425 shares of JPM stock, worth $97.6 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

375,425

Previous 378,560 0.83%

Holding current value

$97.6 Million

Previous $90.7 Million 1.48%

% of portfolio

1.42%

Previous 1.33%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$225.19 - $279.95 $705,970 - $877,643	-3,135 Reduced 0.83%	375,425 $92.1 Million
Q4 2024 Jan 28, 2025	BUY	$205.18 - $250.29 $2.28 Million - $2.79 Million	11,130 Added 3.03%	378,560 $90.7 Million
Q3 2024 Oct 28, 2024	BUY	$194.9 - $224.8 $15.9 Million - $18.3 Million	81,467 Added 28.49%	367,430 $77.4 Million
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $2.2 Million - $2.51 Million	12,240 Added 4.47%	285,963 $57.8 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $2.44 Million - $2.93 Million	14,629 Added 5.65%	273,723 $54.8 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $651,312 - $817,440	-4,800 Reduced 1.82%	259,094 $44.1 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $2.46 Million - $2.71 Million	-17,168 Reduced 6.11%	263,894 $38.3 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $1.03 Million - $1.18 Million	8,092 Added 2.96%	281,062 $40.9 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $129,032 - $148,545	1,033 Added 0.38%	272,970 $35.6 Million
Q4 2022 Jan 25, 2023	SELL	$101.96 - $137.84 $538,246 - $727,657	-5,279 Reduced 1.9%	271,937 $36.5 Million
Q3 2022 Nov 02, 2022	SELL	$20.73 - $120.58 $941,038 - $5.47 Million	-45,395 Reduced 14.07%	277,216 $29 Million
Q2 2022 Aug 03, 2022	SELL	$112.61 - $135.91 $78,601 - $94,865	-698 Reduced 0.22%	322,611 $36.3 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $3.77 Million - $4.95 Million	29,408 Added 10.01%	323,309 $44.1 Million
Q4 2021 Mar 07, 2022	SELL	$153.94 - $171.78 $915,481 - $1.02 Million	-5,947 Reduced 1.98%	293,901 $46.5 Million
Q3 2021 Oct 27, 2021	SELL	$146.97 - $166.98 $2.94 Million - $3.34 Million	-20,014 Reduced 6.26%	299,848 $49.1 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $3.79 Million - $4.28 Million	25,727 Added 8.75%	319,862 $49.8 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $338,249 - $424,393	2,692 Added 0.92%	294,135 $44.8 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $228,317 - $300,520	2,365 Added 0.82%	291,443 $37 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $1.15 Million - $1.31 Million	12,611 Added 4.56%	289,078 $27.8 Million
Q2 2020 Aug 24, 2020	SELL	$84.03 - $113.45 $55,711 - $75,217	-663 Reduced 0.24%	276,467 $26 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $790,695 - $1.41 Million	10,005 Added 3.75%	277,130 $25 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $491,560 - $612,802	-4,396 Reduced 1.62%	267,125 $37.2 Million
Q3 2019 Oct 18, 2019	SELL	$104.8 - $120.23 $1.58 Million - $1.82 Million	-15,121 Reduced 5.28%	271,521 $32 Million
Q2 2019 Aug 01, 2019	BUY	$104.64 - $116.12 $1.21 Million - $1.34 Million	11,581 Added 4.21%	286,642 $32 Million
Q1 2019 May 03, 2019	BUY	$97.11 - $107.19 $2.62 Million - $2.89 Million	26,981 Added 10.88%	275,061 $27.8 Million
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $3.7 Million - $4.63 Million	40,111 Added 19.29%	248,080 $24.2 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $364,189 - $416,984	3,515 Added 1.72%	207,969 $23.5 Million
Q2 2018 Aug 10, 2018	BUY	$103.24 - $114.29 $261,300 - $289,267	2,531 Added 1.25%	204,454 $21.3 Million
Q1 2018 May 03, 2018	SELL	$107.01 - $118.77 $1.96 Million - $2.18 Million	-18,344 Reduced 8.33%	201,923 $22.2 Million
Q4 2017 Feb 05, 2018	SELL	$95.86 - $107.83 $551,674 - $620,561	-5,755 Reduced 2.55%	220,267 $23.6 Million
Q3 2017 Nov 08, 2017	BUY	$88.42 - $95.51 $2.62 Million - $2.83 Million	29,640 Added 15.09%	226,022 $21.6 Million
Q2 2017 Aug 10, 2017	BUY	N/A	196,382	196,382 $17.9 Million

Others Institutions Holding JPM

# of Institutions

5,151

Shares Held

1.99B

Call Options Held

26.5M

Put Options Held

29.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $763B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Inc , based on Form 13F filings with the SEC.

News

Stay updated on Stephens Inc with notifications on news.

Account