A detailed history of Stephens Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stephens Inc holds 367,430 shares of JPM stock, worth $89.3 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
367,430
Previous 285,963 28.49%
Holding current value
$89.3 Million
Previous $57.8 Million 33.9%
% of portfolio
1.14%
Previous 0.92%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $713B
  • 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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